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

Evergreen 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	$11.1M	Buy	161,241 +6,938	+4%	+$476K	5.21%	3
2026 Q1	$10.6M	Buy	154,303 +2,647	+2%	+$185K	5.48%	2
2025 Q4	$10.5M	Buy	151,656 +5,302	+4%	+$375K	5.31%	3
2025 Q3	$10.4M	Buy	146,354 +17,697	+14%	+$1.23M	5.44%	3
2025 Q2	$8.95M	Buy	128,657 +22,736	+21%	+$1.55M	5.02%	4
2025 Q1	$7.46M	Buy	105,921 +5,017	+5%	+$348K	4.45%	5
2024 Q4	$6.9M	Buy	100,904 +2,797	+3%	+$200K	4.08%	5
2024 Q3	$7.37M	Buy	98,107 +40,365	+70%	+$2.97M	4.44%	4
2024 Q2	$4.06M	Hold	57,742	–	–	2.69%	12
2024 Q1	$4.18M	Hold	57,742	–	–	2.83%	12
2023 Q4	$4.31M	Buy	57,742 +26,644	+86%	+$1.83M	3.17%	10
2023 Q3	$2.09M	Buy	31,098 +723	+2%	+$51.5K	1.65%	22
2023 Q2	$2.28M	Buy	30,375 +1,016	+3%	+$76.3K	1.78%	20
2023 Q1	$2.25M	Buy	+29,359	New	+$2.22M	2%	19

Other funds holding BLV

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

STAS

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

EPP

ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return

CAM

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

Evergreen Wealth Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 4.5% in Q2 2026, buying an estimated $476K and bringing the position to 161,241 shares worth $11.1M. The position accounts for 5.21% of the portfolio, ranked #3.

Evergreen Wealth Management first reported a position in BLV in Q1 2023 and has held it in 14 quarters since. 174 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Evergreen Wealth Management held 161,241 shares of Vanguard Long-Term Bond ETF worth $11.1M as of Q2 2026.
Evergreen Wealth Management bought 6,938 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $476K.
Vanguard Long-Term Bond ETF made up 5.21% of Evergreen Wealth Management's portfolio in Q2 2026, its #3 holding.
Evergreen Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2023 and has held it in 14 quarters since.
174 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.