DWM
BLV icon

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

Darwin 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
Q1 		$641K Buy
9,325
+468
+5% +$32.7K 0.2% 87
2025
Q4 		$616K Buy
8,857
+443
+5% +$31.3K 0.19% 86
2025
Q3 		$596K Buy
8,414
+185
+2% +$12.8K 0.19% 86
2025
Q2 		$572K Sell
8,229
-415
-5% -$28.3K 0.2% 86
2025
Q1 		$592K Hold
8,644
– – 0.2% 89
2024
Q4 		$592K Sell
8,644
-381
-4% -$27.2K 0.2% 89
2024
Q3 		$678K Buy
+9,025
New +$663K 0.19% 89
2024
Q2 		– Sell
-9,897
Closed -$716K – 87
2024
Q1 		$716K Sell
9,897
-30,514
-76% -$2.2M 0.2% 83
2023
Q4 		$3.01M Buy
40,411
+30,173
+295% +$2.07M 0.81% 36
2023
Q3 		$687K Buy
10,238
+1,926
+23% +$137K 0.18% 87
2023
Q2 		$607K Sell
8,312
-2,166
-21% -$163K 0.16% 89
2023
Q1 		$789K Sell
10,478
-1,949
-16% -$147K 0.21% 87
2022
Q4 		$962K Sell
12,427
-3,180
-20% -$230K 0.25% 78
2022
Q3 		$1.09M Buy
15,607
+5,106
+49% +$404K 0.27% 76
2022
Q2 		$863K Sell
10,501
-21,771
-67% -$1.79M 0.17% 91
2022
Q1 		$2.96M Sell
32,272
-57,112
-64% -$5.45M 0.49% 49
2021
Q4 		$8.8M Buy
89,384
+42,200
+89% +$4.36M 1.39% 21
2021
Q3 		$4.83M Sell
47,184
-5,702
-11% -$598K 0.77% 30
2021
Q2 		$5.45M Buy
52,886
+7,653
+17% +$765K 0.89% 26
2021
Q1 		$4.44M Sell
45,233
-14,540
-24% -$1.49M 0.77% 33
2020
Q4 		$6.55M Buy
59,773
+55,498
+1,298% +$6.18M 1.23% 19
2020
Q3 		$478K Buy
+4,275
New +$487K 0.1% 101

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Darwin Wealth Management's BLV Position: Q1 2026 in Review

Darwin Wealth Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 5.3% in Q1 2026, buying an estimated $32.7K and bringing the position to 9,325 shares worth $641K. The position accounts for 0.2% of the portfolio, ranked #87.

Darwin Wealth Management first reported a position in BLV in Q3 2020 and has held it in 22 quarters since. The position peaked at $8.8M in Q4 2021. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Darwin Wealth Management held 9,325 shares of Vanguard Long-Term Bond ETF worth $641K as of Q1 2026.
  • Darwin Wealth Management bought 468 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $32.7K.
  • Vanguard Long-Term Bond ETF made up 0.2% of Darwin Wealth Management's portfolio in Q1 2026, its #87 holding.
  • Darwin Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q3 2020 and has held it in 22 quarters since.
  • Darwin Wealth Management's Vanguard Long-Term Bond ETF position peaked at $8.8M in Q4 2021.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.