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

Daner 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 Q3	$278K	Buy	+4,344	New	+$287K	0.15%	74

Other funds holding BLV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Daner Wealth Management's BLV Position: Q3 2026 in Review

Daner Wealth Management opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q3 2026: 4,344 shares worth $278K. The stake represents 0.15% of the portfolio and ranks #74 among its holdings.

343 funds tracked by Wall St. Rank hold BLV as of Q3 2026.

Daner Wealth Management held 4,344 shares of Vanguard Long-Term Bond ETF worth $278K as of Q3 2026.
Vanguard Long-Term Bond ETF was a new Daner Wealth Management position in Q3 2026.
Vanguard Long-Term Bond ETF made up 0.15% of Daner Wealth Management's portfolio in Q3 2026, its #74 holding.
343 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2026.

Based on Daner Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.