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Hedeker Wealth’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Hedeker Wealth’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
Q1 		$221K Hold
3,211
– – 0.05% 85
2025
Q4 		$223K Sell
3,211
-13
-0.4% -$920 0.05% 86
2025
Q3 		$228K Buy
+3,224
New +$224K 0.05% 89
2024
Q2 		– Sell
-99,334
Closed -$7.18M – 87
2024
Q1 		$7.18M Buy
99,334
+9,459
+11% +$682K 2.07% 13
2023
Q4 		$6.7M Buy
+89,875
New +$6.16M 2.12% 11

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hedeker Wealth's BLV Position: Q1 2026 in Review

Hedeker Wealth held its Vanguard Long-Term Bond ETF (BLV) position steady in Q1 2026 at 3,211 shares worth $221K. The position accounts for 0.05% of the portfolio, ranked #85.

Hedeker Wealth first reported a position in BLV in Q4 2023 and has held it in 5 quarters since. The position peaked at $7.18M in Q1 2024. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Hedeker Wealth held 3,211 shares of Vanguard Long-Term Bond ETF worth $221K as of Q1 2026.
  • Hedeker Wealth left its Vanguard Long-Term Bond ETF share count unchanged in Q1 2026.
  • Vanguard Long-Term Bond ETF made up 0.05% of Hedeker Wealth's portfolio in Q1 2026, its #85 holding.
  • Hedeker Wealth first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Hedeker Wealth's Vanguard Long-Term Bond ETF position peaked at $7.18M in Q1 2024.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Hedeker Wealth's 13F filing for Q1 2026, filed 11 May 2026.