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Genus Capital Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Genus Capital Management’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
Q1 		– Sell
-3,991
Closed -$273K – 210
2024
Q4 		$273K Sell
3,991
-71,140
-95% -$5.08M 0.04% 170
2024
Q3 		$5.65M Buy
75,131
+21,900
+41% +$1.61M 0.74% 46
2024
Q2 		$3.74M Buy
+53,231
New +$3.73M 0.49% 66
2024
Q1 		– Sell
-41,047
Closed -$3.06M – 226
2023
Q4 		$3.06M Buy
+41,047
New +$2.81M 0.45% 74

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Genus Capital Management's BLV Position: Q2 2024 in Review

Genus Capital Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2024, closing a stake of 37,947 shares — an estimated $2.66M sold.

Genus Capital Management first reported a position in BLV in Q2 2023 and held it in 3 quarters. The position peaked at $6.94M in Q2 2023. 367 funds tracked by Wall St. Rank hold BLV as of Q2 2024.

  • Genus Capital Management reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Genus Capital Management sold 37,947 Vanguard Long-Term Bond ETF shares in Q2 2024, an estimated $2.66M.
  • Genus Capital Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and held it in 3 quarters.
  • Genus Capital Management's Vanguard Long-Term Bond ETF position peaked at $6.94M in Q2 2023.
  • 367 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2024.

Based on Genus Capital Management's 13F filing for Q2 2024, filed 9 Aug 2024.