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

GeoWealth 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
2026
Q2 		$261K Sell
3,783
-60
-2% -$4.12K 0.01% 705
2026
Q1 		$264K Sell
3,843
-9,104
-70% -$636K 0.01% 657
2025
Q4 		$900K Buy
12,947
+9,604
+287% +$680K 0.03% 299
2025
Q3 		$237K Buy
3,343
+2,922
+694% +$203K 0.01% 651
2025
Q2 		$29.3K Buy
+421
New +$28.7K ﹤0.01% 1019
2025
Q1 		– Sell
-10,154
Closed -$695K – 1143
2024
Q4 		$695K Buy
10,154
+1,334
+15% +$95.2K 0.02% 393
2024
Q3 		$663K Buy
8,820
+992
+13% +$72.9K 0.02% 407
2024
Q2 		$550K Buy
7,828
+6,830
+684% +$478K 0.02% 407
2024
Q1 		$72.2K Buy
998
+504
+102% +$36.4K ﹤0.01% 790
2023
Q4 		$37K Buy
494
+469
+1,876% +$32.1K ﹤0.01% 634
2023
Q3 		$1K Sell
25
-891
-97% -$63.5K ﹤0.01% 477
2023
Q2 		$70K Buy
916
+911
+18,220% +$68.4K 0.01% 309
2023
Q1 		$0 Sell
5
-702
-99% -$53.1K ﹤0.01% 391
2022
Q4 		$51K Sell
707
-2,323
-77% -$168K 0.01% 291
2022
Q3 		$218K Buy
3,030
+943
+45% +$74.6K 0.02% 228
2022
Q2 		$167K Hold
2,087
– – 0.02% 254
2022
Q1 		$191K Sell
2,087
-980
-32% -$93.5K 0.02% 297
2021
Q4 		$317K Sell
3,067
-17,364
-85% -$1.79M 0.03% 246
2021
Q3 		$2.09M Buy
+20,431
New +$2.14M 0.17% 110
2021
Q1 		– Sell
-627
Closed -$68K – 209
2020
Q4 		$68K Hold
627
– – 0.01% 200
2020
Q3 		$70K Buy
+627
New +$71.4K 0.02% 156
2019
Q4 		– Sell
-42,390
Closed -$4.35M – 112
2019
Q3 		$4.35M Buy
+42,390
New +$4.26M 0.98% 23

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

GeoWealth Management's BLV Position: Q2 2026 in Review

GeoWealth Management reduced its Vanguard Long-Term Bond ETF (BLV) stake by 1.6% in Q2 2026, selling an estimated $4.12K and leaving 3,783 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #705.

GeoWealth Management first reported a position in BLV in Q3 2019 and has held it in 22 quarters since. The position peaked at $4.35M in Q3 2019. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • GeoWealth Management held 3,783 shares of Vanguard Long-Term Bond ETF worth $261K as of Q2 2026.
  • GeoWealth Management sold 60 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $4.12K.
  • Vanguard Long-Term Bond ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #705 holding.
  • GeoWealth Management first reported a position in Vanguard Long-Term Bond ETF in Q3 2019 and has held it in 22 quarters since.
  • GeoWealth Management's Vanguard Long-Term Bond ETF position peaked at $4.35M in Q3 2019.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.