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 Q2	$646K	Buy	9,377 +52	+0.6%	+$3.57K	0.18%	90
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 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

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

Darwin Wealth Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 0.56% in Q2 2026, buying an estimated $3.57K and bringing the position to 9,377 shares worth $646K. The position accounts for 0.18% of the portfolio, ranked #90.

Darwin Wealth Management first reported a position in BLV in Q3 2020 and has held it in 23 quarters since. The position peaked at $8.8M in Q4 2021. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Darwin Wealth Management held 9,377 shares of Vanguard Long-Term Bond ETF worth $646K as of Q2 2026.
Darwin Wealth Management bought 52 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $3.57K.
Vanguard Long-Term Bond ETF made up 0.18% of Darwin Wealth Management's portfolio in Q2 2026, its #90 holding.
Darwin Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q3 2020 and has held it in 23 quarters since.
Darwin Wealth Management's Vanguard Long-Term Bond ETF position peaked at $8.8M in Q4 2021.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.