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CoreCap Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

CoreCap Advisors’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 		$6.47M Buy
93,889
+11,625
+14% +$797K 0.19% 117
2026
Q1 		$5.66M Buy
82,264
+5,848
+8% +$408K 0.19% 112
2025
Q4 		$5.31M Buy
76,416
+1,391
+2% +$98.4K 0.19% 102
2025
Q3 		$5.32M Sell
75,025
-1,274
-2% -$88.4K 0.19% 91
2025
Q2 		$5.31M Buy
76,299
+1,709
+2% +$117K 0.21% 81
2025
Q1 		$5.25M Buy
74,590
+1,655
+2% +$115K 0.23% 85
2024
Q4 		$4.99M Buy
72,935
+4,477
+7% +$320K 0.23% 80
2024
Q3 		$5.15M Buy
+68,458
New +$5.03M 0.24% 75
2024
Q2 		– Sell
-64,418
Closed -$4.66M – 1721
2024
Q1 		$4.66M Buy
64,418
+3,946
+7% +$285K 0.25% 74
2023
Q4 		$4.51M Sell
60,472
-69
-0.1% -$4.73K 0.29% 65
2023
Q3 		$4.06M Buy
60,541
+1,626
+3% +$116K 0.29% 68
2023
Q2 		$4.41M Buy
+58,915
New +$4.42M 0.31% 62
2022
Q4 		$4.19M Sell
57,882
-2,640
-4% -$191K 0.3% 60
2022
Q3 		$4.36M Sell
60,522
-626
-1% -$49.5K 0.37% 55
2022
Q2 		$4.88M Buy
61,148
+1,703
+3% +$140K 0.38% 54
2022
Q1 		$5.45M Buy
59,445
+2,890
+5% +$276K 0.38% 56
2021
Q4 		$5.82M Buy
+56,555
New +$5.85M 0.39% 50

Other funds holding BLV

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

CoreCap Advisors's BLV Position: Q2 2026 in Review

CoreCap Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 14% in Q2 2026, buying an estimated $797K and bringing the position to 93,889 shares worth $6.47M. The position accounts for 0.19% of the portfolio, ranked #117.

CoreCap Advisors first reported a position in BLV in Q4 2021 and has held it in 17 quarters since. 66 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • CoreCap Advisors held 93,889 shares of Vanguard Long-Term Bond ETF worth $6.47M as of Q2 2026.
  • CoreCap Advisors bought 11,625 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $797K.
  • Vanguard Long-Term Bond ETF made up 0.19% of CoreCap Advisors's portfolio in Q2 2026, its #117 holding.
  • CoreCap Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • 66 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.