CoreCap Advisors
BLV icon

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
Q3 		$6.76M Buy
107,765
+13,876
+15% +$917K 0.19% 108
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

Strong Tower Advisory Services
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
Platt Investment Counsel
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
WinCap Financial
WinCap Financial Boston, Massachusetts $185M AUM 29.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
PFW Advisors
PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

CoreCap Advisors's BLV Position: Q3 2026 in Review

CoreCap Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 15% in Q3 2026, buying an estimated $917K and bringing the position to 107,765 shares worth $6.76M. The position accounts for 0.19% of the portfolio, ranked #108.

CoreCap Advisors first reported a position in BLV in Q4 2021 and has held it in 18 quarters since. 85 funds tracked by Wall St. Rank hold BLV as of Q3 2026.

  • CoreCap Advisors held 107,765 shares of Vanguard Long-Term Bond ETF worth $6.76M as of Q3 2026.
  • CoreCap Advisors bought 13,876 Vanguard Long-Term Bond ETF shares in Q3 2026, an estimated $917K.
  • Vanguard Long-Term Bond ETF made up 0.19% of CoreCap Advisors's portfolio in Q3 2026, its #108 holding.
  • CoreCap Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 85 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.