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 Q3	$1K	Hold	21	–	–	﹤0.01%	1597
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

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

ETF Portfolio Partners Leawood, Kansas $399M AUM 9.55% 1-Year Est. Return

Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return

WinCap Financial Boston, Massachusetts $185M AUM 29.33% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional's BLV Position: Q3 2026 in Review

CX Institutional held its Vanguard Long-Term Bond ETF (BLV) position steady in Q3 2026 at 21 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

CX Institutional first reported a position in BLV in Q1 2025 and has held it in 7 quarters since. The position peaked at $16K in Q4 2025. 98 funds tracked by Wall St. Rank hold BLV as of Q3 2026.

CX Institutional held 21 shares of Vanguard Long-Term Bond ETF worth $1K as of Q3 2026.
CX Institutional left its Vanguard Long-Term Bond ETF share count unchanged in Q3 2026.
Vanguard Long-Term Bond ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1597 holding.
CX Institutional first reported a position in Vanguard Long-Term Bond ETF in Q1 2025 and has held it in 7 quarters since.
CX Institutional's Vanguard Long-Term Bond ETF position peaked at $16K in Q4 2025.
98 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.