Financial Gravity Companies’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Financial Gravity Companies’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	$138	Buy	+2	New	+$137	﹤0.01%	918
2025 Q2	$278	Buy	+4	New	+$273	﹤0.01%	881
2024 Q4	$6.3K	Buy	92 +4	+5%	+$286	﹤0.01%	651
2024 Q3	$6.62K	Buy	+88	New	+$6.47K	﹤0.01%	410
2018 Q4	$1.39M	Buy	+15,704	New	+$1.34M	1.26%	16
2018 Q1	$1.11M	Buy	12,671 +2,362	+23%	+$215K	1.14%	17
2017 Q4	$959K	Buy	+10,309	New	+$970K	1.1%	19

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

Financial Gravity Companies's BLV Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q2 2026: 2 shares worth $138. The stake represents ﹤0.01% of the portfolio and ranks #918 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BLV as recently as Q2 2025.

Financial Gravity Companies first reported a position in BLV in Q4 2017 and has held it in 7 quarters since. The position peaked at $1.39M in Q4 2018. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Financial Gravity Companies held 2 shares of Vanguard Long-Term Bond ETF worth $138 as of Q2 2026.
Vanguard Long-Term Bond ETF was a new Financial Gravity Companies position in Q2 2026.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #918 holding.
Financial Gravity Companies first reported a position in Vanguard Long-Term Bond ETF in Q4 2017 and has held it in 7 quarters since.
Financial Gravity Companies's Vanguard Long-Term Bond ETF position peaked at $1.39M in Q4 2018.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.