Dakota Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Dakota Wealth Management’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	$2.42M	Buy	35,180 +870	+3%	+$59.7K	0.05%	277
2026 Q1	$2.36M	Buy	34,310 +1,571	+5%	+$110K	0.05%	261
2025 Q4	$2.28M	Buy	32,739 +6,059	+23%	+$429K	0.04%	272
2025 Q3	$1.89M	Buy	26,680 +10,850	+69%	+$753K	0.04%	263
2025 Q2	$1.1M	Buy	+15,830	New	+$1.08M	0.02%	363
2022 Q4	–	Sell	-29,095	Closed	-$2.09M	–	602
2022 Q3	$2.09M	Buy	29,095 +9,155	+46%	+$724K	0.17%	140
2022 Q2	$1.59M	Sell	19,940 -120	-0.6%	-$9.88K	0.15%	147
2022 Q1	$1.84M	Sell	20,060 -475	-2%	-$45.3K	0.15%	155
2021 Q4	$2.11M	Buy	20,535 +1,790	+10%	+$185K	0.22%	111
2021 Q3	$1.92M	Buy	18,745 +1,285	+7%	+$135K	0.22%	117
2021 Q2	$1.8M	Buy	17,460 +6,630	+61%	+$663K	0.21%	113
2021 Q1	$1.06M	Buy	10,830 +6,295	+139%	+$646K	0.14%	141
2020 Q4	$497K	Buy	+4,535	New	+$505K	0.06%	211
2020 Q1	–	Sell	-7,710	Closed	-$774K	–	263
2019 Q4	$774K	Buy	+7,710	New	+$781K	0.12%	153

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dakota Wealth Management's BLV Position: Q2 2026 in Review

Dakota Wealth Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 2.5% in Q2 2026, buying an estimated $59.7K and bringing the position to 35,180 shares worth $2.42M. The position accounts for 0.05% of the portfolio, ranked #277.

Dakota Wealth Management first reported a position in BLV in Q4 2019 and has held it in 14 quarters since. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Dakota Wealth Management held 35,180 shares of Vanguard Long-Term Bond ETF worth $2.42M as of Q2 2026.
Dakota Wealth Management bought 870 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $59.7K.
Vanguard Long-Term Bond ETF made up 0.05% of Dakota Wealth Management's portfolio in Q2 2026, its #277 holding.
Dakota Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and has held it in 14 quarters since.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.