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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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clark Asset Management's BLV Position: Q2 2026 in Review

Clark Asset Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 9.4% in Q2 2026, buying an estimated $1.67M and bringing the position to 284,943 shares worth $19.6M. The position accounts for 1.54% of the portfolio, ranked #17.

Clark Asset Management first reported a position in BLV in Q4 2022 and has held it in 15 quarters since. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Clark Asset Management held 284,943 shares of Vanguard Long-Term Bond ETF worth $19.6M as of Q2 2026.
  • Clark Asset Management bought 24,410 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $1.67M.
  • Vanguard Long-Term Bond ETF made up 1.54% of Clark Asset Management's portfolio in Q2 2026, its #17 holding.
  • Clark Asset Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.