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Grey Fox Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Grey Fox Wealth Advisors’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 		$375K Sell
5,442
-1,037
-16% -$71.1K 0.06% 118
2026
Q1 		$446K Sell
6,479
-78,427
-92% -$5.48M 0.09% 95
2025
Q4 		$5.9M Buy
84,906
+10,803
+15% +$764K 1.21% 15
2025
Q3 		$5.25M Buy
74,103
+9,948
+16% +$690K 1.07% 18
2025
Q2 		$4.46M Buy
64,155
+4,179
+7% +$285K 1.06% 19
2025
Q1 		$4.22M Buy
59,976
+13,558
+29% +$941K 1.13% 17
2024
Q4 		$3.18M Buy
46,418
+9,420
+25% +$672K 0.87% 21
2024
Q3 		$2.78M Buy
+36,998
New +$2.72M 0.78% 25

Other funds holding BLV

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Grey Fox Wealth Advisors's BLV Position: Q2 2026 in Review

Grey Fox Wealth Advisors reduced its Vanguard Long-Term Bond ETF (BLV) stake by 16% in Q2 2026, selling an estimated $71.1K and leaving 5,442 shares worth $375K. The position accounts for 0.06% of the portfolio, ranked #118.

Grey Fox Wealth Advisors first reported a position in BLV in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.9M in Q4 2025. 66 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Grey Fox Wealth Advisors held 5,442 shares of Vanguard Long-Term Bond ETF worth $375K as of Q2 2026.
  • Grey Fox Wealth Advisors sold 1,037 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $71.1K.
  • Vanguard Long-Term Bond ETF made up 0.06% of Grey Fox Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • Grey Fox Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
  • Grey Fox Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $5.9M in Q4 2025.
  • 66 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.