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Evolution Advisers’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Evolution Advisers’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 		$10.4M Buy
150,385
+18,393
+14% +$1.26M 3.81% 8
2026
Q1 		$9.08M Buy
131,992
+4,062
+3% +$284K 3.83% 8
2025
Q4 		$8.89M Sell
127,930
-2,065
-2% -$146K 3.85% 8
2025
Q3 		$9.24M Buy
129,995
+7,662
+6% +$532K 4.15% 8
2025
Q2 		$8.51M Buy
122,333
+2,665
+2% +$182K 4.17% 8
2025
Q1 		$8.35M Buy
119,668
+23,375
+24% +$1.62M 4.39% 8
2024
Q4 		$6.59M Sell
96,293
-13,087
-12% -$934K 3.6% 8
2024
Q3 		$8.22M Sell
109,380
-1,633
-1% -$120K 4.48% 8
2024
Q2 		$7.8M Buy
111,013
+7,328
+7% +$513K 4.49% 8
2024
Q1 		$7.5M Buy
103,685
+8,781
+9% +$634K 4.43% 8
2023
Q4 		$7.03M Buy
94,904
+4,858
+5% +$333K 4.49% 8
2023
Q3 		$6.04M Buy
90,046
+6,186
+7% +$441K 4.37% 8
2023
Q2 		$6.28M Buy
83,860
+164
+0.2% +$12.3K 4.43% 8
2023
Q1 		$6.41M Buy
83,696
+3,368
+4% +$255K 4.61% 8
2022
Q4 		$5.82M Buy
80,328
+3,764
+5% +$272K 4.53% 8
2022
Q3 		$5.51M Buy
76,564
+263
+0.3% +$20.8K 4.8% 8
2022
Q2 		$6.14M Buy
76,301
+55
+0.1% +$4.53K 5.01% 8
2022
Q1 		$6.99M Buy
76,246
+4,421
+6% +$422K 5.17% 8
2021
Q4 		$7.39M Buy
+71,825
New +$7.42M 5.44% 8

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evolution Advisers's BLV Position: Q2 2026 in Review

Evolution Advisers increased its Vanguard Long-Term Bond ETF (BLV) stake by 14% in Q2 2026, buying an estimated $1.26M and bringing the position to 150,385 shares worth $10.4M. The position accounts for 3.81% of the portfolio, ranked #8.

Evolution Advisers first reported a position in BLV in Q4 2021 and has held it in 19 quarters since. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Evolution Advisers held 150,385 shares of Vanguard Long-Term Bond ETF worth $10.4M as of Q2 2026.
  • Evolution Advisers bought 18,393 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $1.26M.
  • Vanguard Long-Term Bond ETF made up 3.81% of Evolution Advisers's portfolio in Q2 2026, its #8 holding.
  • Evolution Advisers first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.