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CX Institutional’s Vanguard Long-Term Bond ETF BLV Stock Holding History

CX Institutional’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 		$1K Sell
21
-8
-28% -$549 ﹤0.01% 1505
2026
Q1 		$2K Sell
29
-199
-87% -$13.9K ﹤0.01% 1439
2025
Q4 		$16K Buy
228
+3
+1% +$212 ﹤0.01% 1123
2025
Q3 		$16K Buy
225
+30
+15% +$2.08K ﹤0.01% 1128
2025
Q2 		$14K Hold
195
– – ﹤0.01% 999
2025
Q1 		$14K Buy
+195
New +$13.5K ﹤0.01% 979

Other funds holding BLV

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
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
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

CX Institutional's BLV Position: Q2 2026 in Review

CX Institutional reduced its Vanguard Long-Term Bond ETF (BLV) stake by 28% in Q2 2026, selling an estimated $549 and leaving 21 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1505.

CX Institutional first reported a position in BLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $16K in Q4 2025. 86 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • CX Institutional held 21 shares of Vanguard Long-Term Bond ETF worth $1K as of Q2 2026.
  • CX Institutional sold 8 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $549.
  • Vanguard Long-Term Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1505 holding.
  • CX Institutional first reported a position in Vanguard Long-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • CX Institutional's Vanguard Long-Term Bond ETF position peaked at $16K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.