DSN
BLV icon

D. Scott Neal’s Vanguard Long-Term Bond ETF BLV Stock Holding History

D. Scott Neal’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
2017
Q4 		– Sell
-28
Closed -$3K – 169
2017
Q3 		$3K Sell
28
-14,391
-100% -$1.35M ﹤0.01% 161
2017
Q2 		$1.34M Sell
14,419
-705
-5% -$64.8K 0.91% 16
2017
Q1 		$1.36M Sell
15,124
-1,027
-6% -$92.1K 0.88% 17
2016
Q4 		$1.44M Sell
16,151
-12,222
-43% -$1.12M 1.03% 14
2016
Q3 		$2.8M Buy
+28,373
New +$2.81M 2.2% 12

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IH
IFC Holdings Tampa, Florida $1.45B AUM 15.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

D. Scott Neal's BLV Position: Q4 2017 in Review

D. Scott Neal sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2017, closing a stake of 28 shares — an estimated $3K sold.

D. Scott Neal first reported a position in BLV in Q3 2016 and held it in 5 quarters. The position peaked at $2.8M in Q3 2016. 146 funds tracked by Wall St. Rank hold BLV as of Q4 2017.

  • D. Scott Neal reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2017 after selling out during the quarter.
  • D. Scott Neal sold 28 Vanguard Long-Term Bond ETF shares in Q4 2017, an estimated $3K.
  • D. Scott Neal first reported a position in Vanguard Long-Term Bond ETF in Q3 2016 and held it in 5 quarters.
  • D. Scott Neal's Vanguard Long-Term Bond ETF position peaked at $2.8M in Q3 2016.
  • 146 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2017.

Based on D. Scott Neal's 13F filing for Q4 2017, filed 16 Feb 2018.