FFA
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Founders Financial Alliance’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Founders Financial Alliance’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 		$104K Sell
1,514
-19
-1% -$1.3K 0.01% 495
2026
Q1 		$105K Sell
1,533
-94
-6% -$6.56K 0.02% 448
2025
Q4 		$113K Sell
1,627
-78
-5% -$5.52K 0.02% 386
2025
Q3 		$121K Buy
1,705
+93
+6% +$6.45K 0.02% 424
2025
Q2 		$112K Sell
1,612
-78
-5% -$5.32K 0.03% 345
2025
Q1 		$119K Sell
1,690
-57
-3% -$3.96K 0.03% 372
2024
Q4 		$120K Hold
1,747
– – 0.03% 308
2024
Q3 		$131K Buy
1,747
+1,320
+309% +$97K 0.04% 312
2024
Q2 		$30K Sell
427
-30
-7% -$2.1K 0.01% 409
2024
Q1 		$33.1K Buy
457
+20
+5% +$1.44K 0.01% 407
2023
Q4 		$32.6K Hold
437
– – 0.01% 368
2023
Q3 		$29.3K Hold
437
– – 0.01% 357
2023
Q2 		$32.7K Buy
437
+6
+1% +$450 0.01% 375
2023
Q1 		$33K Sell
431
-93
-18% -$7.03K 0.02% 334
2022
Q4 		$38K Hold
524
– – 0.02% 349
2022
Q3 		$38K Buy
524
+117
+29% +$9.25K 0.02% 342
2022
Q2 		$32K Sell
407
-242
-37% -$19.9K 0.02% 375
2022
Q1 		$60K Hold
649
– – 0.03% 305
2021
Q4 		$67K Hold
649
– – 0.03% 334
2021
Q3 		$66K Hold
649
– – 0.03% 306
2021
Q2 		$67K Buy
649
+125
+24% +$12.5K 0.03% 324
2021
Q1 		$52K Buy
524
+13
+3% +$1.33K 0.03% 327
2020
Q4 		$56K Hold
511
– – 0.03% 286
2020
Q3 		$57K Buy
+511
New +$58.2K 0.03% 355

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

Founders Financial Alliance's BLV Position: Q2 2026 in Review

Founders Financial Alliance reduced its Vanguard Long-Term Bond ETF (BLV) stake by 1.2% in Q2 2026, selling an estimated $1.3K and leaving 1,514 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #495.

Founders Financial Alliance first reported a position in BLV in Q3 2020 and has held it in 24 quarters since. The position peaked at $131K in Q3 2024. 409 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Founders Financial Alliance held 1,514 shares of Vanguard Long-Term Bond ETF worth $104K as of Q2 2026.
  • Founders Financial Alliance sold 19 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $1.3K.
  • Vanguard Long-Term Bond ETF made up 0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #495 holding.
  • Founders Financial Alliance first reported a position in Vanguard Long-Term Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's Vanguard Long-Term Bond ETF position peaked at $131K in Q3 2024.
  • 409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.