FDx Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

FDx Advisors’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	$1.87M	Sell	27,075 -890	-3%	-$61K	0.56%	43
2026 Q1	$1.92M	Sell	27,965 -1,147	-4%	-$80.1K	0.61%	41
2025 Q4	$2.02M	Buy	29,112 +2,039	+8%	+$144K	1.03%	27
2025 Q3	$1.93M	Buy	27,073 +1,283	+5%	+$89K	0.58%	47
2025 Q2	$1.79M	Sell	25,790 -654	-2%	-$44.6K	0.55%	47
2025 Q1	$1.86M	Sell	26,444 -3,825	-13%	-$265K	0.61%	42
2024 Q4	$2.07M	Buy	30,269 +926	+3%	+$66.1K	0.61%	42
2024 Q3	$2.21M	Sell	29,343 -2,683	-8%	-$197K	0.6%	43
2024 Q2	$2.25M	Sell	32,026 -1,203	-4%	-$84.2K	0.62%	40
2024 Q1	$2.4M	Sell	33,229 -1,668	-5%	-$120K	0.36%	80
2023 Q4	$2.6M	Sell	34,897 -2,523	-7%	-$173K	0.2%	116
2023 Q3	$2.51M	Sell	37,420 -1,511	-4%	-$108K	0.21%	113
2023 Q2	$2.92M	Sell	38,931 -132,950	-77%	-$9.98M	0.16%	149
2023 Q1	$12.5M	Hold	171,881	–	–	0.54%	44
2022 Q4	$12.5M	Sell	171,881 -3,947	-2%	-$286K	0.54%	44
2022 Q3	$12.7M	Sell	175,828 -7,423	-4%	-$587K	0.57%	39
2022 Q2	$14.6M	Buy	+183,251	New	+$15.1M	0.55%	42
2021 Q4	–	Sell	-15,911	Closed	-$1.63M	–	848
2021 Q3	$1.63M	Sell	15,911 -56,118	-78%	-$5.89M	0.05%	245
2021 Q2	$7.42M	Sell	72,029 -366	-0.5%	-$36.6K	0.25%	84
2021 Q1	$7.11M	Buy	72,395 +1,186	+2%	+$122K	0.27%	85
2020 Q4	$7.81M	Buy	+71,209	New	+$7.93M	0.32%	77
2020 Q2	–	Sell	-11,719	Closed	-$1.25M	–	580
2020 Q1	$1.25M	Buy	11,719 +5,409	+86%	+$565K	0.08%	171
2019 Q4	$633K	Sell	6,310 -2,326	-27%	-$236K	0.04%	308
2019 Q3	$887K	Buy	8,636 +3,480	+67%	+$350K	0.06%	236
2019 Q2	$500K	Sell	5,156 -4,936	-49%	-$458K	0.02%	485
2019 Q1	$930K	Buy	10,092 +5,133	+104%	+$455K	0.04%	311
2018 Q4	$434K	Buy	4,959 +529	+12%	+$45.1K	0.04%	329
2018 Q3	$387K	Sell	4,430 -554	-11%	-$49K	0.01%	607
2018 Q2	$442K	Sell	4,984 -11,386	-70%	-$1.01M	0.02%	586
2018 Q1	$1.49M	Sell	16,370 -357	-2%	-$32.5K	0.04%	372
2017 Q4	$1.59M	Sell	16,727 -11,728	-41%	-$1.1M	0.04%	397
2017 Q3	$2.67M	Sell	28,455 -12	-0%	-$1.12K	0.07%	227
2017 Q2	$2.65M	Buy	+28,467	New	+$2.62M	0.08%	223
2016 Q4	–	Sell	-7,774	Closed	-$707K	–	1125
2016 Q3	$707K	Buy	+7,774	New	+$769K	0.03%	498

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

FDx Advisors's BLV Position: Q2 2026 in Review

FDx Advisors reduced its Vanguard Long-Term Bond ETF (BLV) stake by 3.2% in Q2 2026, selling an estimated $61K and leaving 27,075 shares worth $1.87M. The position accounts for 0.56% of the portfolio, ranked #43.

FDx Advisors first reported a position in BLV in Q3 2016 and has held it in 34 quarters since. The position peaked at $14.6M in Q2 2022. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

FDx Advisors held 27,075 shares of Vanguard Long-Term Bond ETF worth $1.87M as of Q2 2026.
FDx Advisors sold 890 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $61K.
Vanguard Long-Term Bond ETF made up 0.56% of FDx Advisors's portfolio in Q2 2026, its #43 holding.
FDx Advisors first reported a position in Vanguard Long-Term Bond ETF in Q3 2016 and has held it in 34 quarters since.
FDx Advisors's Vanguard Long-Term Bond ETF position peaked at $14.6M in Q2 2022.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on FDx Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.