Envestnet Portfolio Solutions’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Envestnet Portfolio Solutions’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	$33M	Buy	478,824 +20,213	+4%	+$1.39M	0.16%	97
2026 Q1	$31.5M	Sell	458,611 -1,921,013	-81%	-$134M	0.17%	83
2025 Q4	$165M	Buy	2,379,624 +106,651	+5%	+$7.55M	0.58%	41
2025 Q3	$161M	Buy	2,272,973 +17,494	+0.8%	+$1.21M	0.59%	40
2025 Q2	$157M	Sell	2,255,479 -139,376	-6%	-$9.5M	0.58%	40
2025 Q1	$169M	Buy	2,394,855 +47,357	+2%	+$3.29M	0.65%	33
2024 Q4	$161M	Buy	2,347,498 +33,587	+1%	+$2.4M	0.53%	41
2024 Q3	$174M	Buy	2,313,911 +29,081	+1%	+$2.14M	0.57%	36
2024 Q2	$161M	Buy	2,284,830 +13,624	+0.6%	+$954K	0.56%	37
2024 Q1	$164M	Buy	2,271,206 +122,511	+6%	+$8.84M	0.62%	34
2023 Q4	$160M	Buy	2,148,695 +45,878	+2%	+$3.14M	0.67%	36
2023 Q3	$141M	Buy	+2,102,817	New	+$150M	0.67%	33

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

Envestnet Portfolio Solutions's BLV Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Vanguard Long-Term Bond ETF (BLV) stake by 4.4% in Q2 2026, buying an estimated $1.39M and bringing the position to 478,824 shares worth $33M. The position accounts for 0.16% of the portfolio, ranked #97.

Envestnet Portfolio Solutions first reported a position in BLV in Q3 2023 and has held it in 12 quarters since. The position peaked at $174M in Q3 2024. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Envestnet Portfolio Solutions held 478,824 shares of Vanguard Long-Term Bond ETF worth $33M as of Q2 2026.
Envestnet Portfolio Solutions bought 20,213 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $1.39M.
Vanguard Long-Term Bond ETF made up 0.16% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #97 holding.
Envestnet Portfolio Solutions first reported a position in Vanguard Long-Term Bond ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Vanguard Long-Term Bond ETF position peaked at $174M in Q3 2024.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.