Clark Asset Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Clark Asset Management’s Portfolio BLV Stock Details BLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19.6M	Buy	284,943 +24,410	+9%	+$1.67M	1.54%	17
2026 Q1	$17.9M	Buy	260,533 +24,642	+10%	+$1.72M	1.68%	17
2025 Q4	$16.4M	Buy	235,891 +32,254	+16%	+$2.28M	1.7%	16
2025 Q3	$14.4M	Buy	203,637 +18,541	+10%	+$1.29M	1.68%	18
2025 Q2	$12.9M	Buy	185,096 +15,939	+9%	+$1.09M	1.75%	17
2025 Q1	$11.9M	Buy	169,157 +18,584	+12%	+$1.29M	2%	16
2024 Q4	$10.3M	Buy	150,573 +23,603	+19%	+$1.68M	1.92%	17
2024 Q3	$9.54M	Buy	126,970 +23,646	+23%	+$1.74M	2.05%	13
2024 Q2	$7.26M	Buy	103,324 +12,340	+14%	+$864K	2.01%	14
2024 Q1	$6.58M	Buy	90,984 +11,637	+15%	+$840K	2.02%	14
2023 Q4	$5.92M	Buy	79,347 +9,695	+14%	+$664K	2.16%	14
2023 Q3	$4.67M	Buy	69,652 +16,972	+32%	+$1.21M	2.01%	15
2023 Q2	$3.95M	Buy	52,680 +9,656	+22%	+$725K	1.85%	15
2023 Q1	$3.3M	Buy	43,024 +1,417	+3%	+$107K	1.97%	15
2022 Q4	$3.01M	Buy	+41,607	New	+$3.01M	2.17%	15

Other funds holding BLV

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return

Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return