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
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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Financial Gravity Companies's BLV Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q2 2025: 4 shares worth $278. The stake represents ﹤0.01% of the portfolio and ranks #881 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in BLV as recently as Q4 2024.

Financial Gravity Companies first reported a position in BLV in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.39M in Q4 2018. 362 funds tracked by Wall St. Rank hold BLV as of Q2 2025.

Financial Gravity Companies held 4 shares of Vanguard Long-Term Bond ETF worth $278 as of Q2 2025.
Vanguard Long-Term Bond ETF was a new Financial Gravity Companies position in Q2 2025.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #881 holding.
Financial Gravity Companies first reported a position in Vanguard Long-Term Bond ETF in Q4 2017 and has held it in 6 quarters since.
Financial Gravity Companies's Vanguard Long-Term Bond ETF position peaked at $1.39M in Q4 2018.
362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.