Hackensack Meridian Health’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Hackensack Meridian Health’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
2022 Q4	–	Sell	-78,647	Closed	-$640K	–	9
2022 Q3	$640K	Buy	78,647 +13,647	+21%	+$1.08M	0.09%	10
2022 Q2	$5.18M	Buy	+65,000	New	+$5.35M	0.58%	10

Other funds holding BLV

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Hackensack Meridian Health's BLV Position: Q4 2022 in Review

Hackensack Meridian Health sold out of Vanguard Long-Term Bond ETF (BLV) in Q4 2022, closing a stake of 78,647 shares — an estimated $640K sold.

Hackensack Meridian Health first reported a position in BLV in Q2 2022 and held it in 2 quarters. The position peaked at $5.18M in Q2 2022. 269 funds tracked by Wall St. Rank hold BLV as of Q4 2022.

Hackensack Meridian Health reported no remaining Vanguard Long-Term Bond ETF position as of Q4 2022 after selling out during the quarter.
Hackensack Meridian Health sold 78,647 Vanguard Long-Term Bond ETF shares in Q4 2022, an estimated $640K.
Hackensack Meridian Health first reported a position in Vanguard Long-Term Bond ETF in Q2 2022 and held it in 2 quarters.
Hackensack Meridian Health's Vanguard Long-Term Bond ETF position peaked at $5.18M in Q2 2022.
269 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2022.

Based on Hackensack Meridian Health's 13F filing for Q4 2022, filed 7 Feb 2023.