Dearborn Partners’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Dearborn Partners’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
2025 Q2	–	Sell	-12,307	Closed	-$867K	–	260
2025 Q1	$867K	Sell	12,307 -508	-4%	-$35.3K	0.04%	127
2024 Q4	$877K	Buy	12,815 +42	+0.3%	+$3K	0.04%	125
2024 Q3	$960K	Buy	12,773 +219	+2%	+$16.1K	0.04%	120
2024 Q2	$882K	Sell	12,554 -1,684	-12%	-$118K	0.04%	124
2024 Q1	$1.03M	Buy	14,238 +1,088	+8%	+$78.5K	0.04%	118
2023 Q4	$981K	Sell	13,150 -115	-0.9%	-$7.88K	0.04%	114
2023 Q3	$890K	Buy	+13,265	New	+$945K	0.03%	112

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

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

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

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

KIM

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Dearborn Partners's BLV Position: Q2 2025 in Review

Dearborn Partners sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2025, closing a stake of 12,307 shares — an estimated $867K sold.

Dearborn Partners first reported a position in BLV in Q3 2023 and held it in 7 quarters. The position peaked at $1.03M in Q1 2024. 362 funds tracked by Wall St. Rank hold BLV as of Q2 2025.

Dearborn Partners reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
Dearborn Partners sold 12,307 Vanguard Long-Term Bond ETF shares in Q2 2025, an estimated $867K.
Dearborn Partners first reported a position in Vanguard Long-Term Bond ETF in Q3 2023 and held it in 7 quarters.
Dearborn Partners's Vanguard Long-Term Bond ETF position peaked at $1.03M in Q1 2024.
362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2025.

Based on Dearborn Partners's 13F filing for Q2 2025, filed 14 Aug 2025.