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

Hohimer Wealth 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	$3.05M	Buy	44,291 +18,416	+71%	+$1.26M	0.3%	103
2026 Q1	$1.78M	Buy	25,875 +13,846	+115%	+$967K	0.21%	129
2025 Q4	$836K	Sell	12,029 -1,965	-14%	-$139K	0.11%	151
2025 Q3	$992K	Buy	13,994 +402	+3%	+$27.9K	0.14%	138
2025 Q2	$945K	Sell	13,592 -2,206	-14%	-$150K	0.17%	111
2025 Q1	$1.11M	Buy	15,798 +1,062	+7%	+$73.7K	0.22%	103
2024 Q4	$1.01M	Sell	14,736 -18,654	-56%	-$1.33M	0.19%	110
2024 Q3	$2.51M	Buy	33,390 +394	+1%	+$29K	0.54%	77
2024 Q2	$2.32M	Buy	32,996 +3,243	+11%	+$227K	0.54%	77
2024 Q1	$2.15M	Buy	29,753 +5,566	+23%	+$402K	0.5%	72
2023 Q4	$1.8M	Buy	24,187 +6,570	+37%	+$450K	0.46%	71
2023 Q3	$1.18M	Buy	17,617 +2,182	+14%	+$155K	0.34%	81
2023 Q2	$1.16M	Buy	15,435 +6,362	+70%	+$478K	0.32%	78
2023 Q1	$695K	Buy	+9,073	New	+$686K	0.2%	128

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Hohimer Wealth Management's BLV Position: Q2 2026 in Review

Hohimer Wealth Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 71% in Q2 2026, buying an estimated $1.26M and bringing the position to 44,291 shares worth $3.05M. The position accounts for 0.3% of the portfolio, ranked #103.

Hohimer Wealth Management first reported a position in BLV in Q1 2023 and has held it in 14 quarters since. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Hohimer Wealth Management held 44,291 shares of Vanguard Long-Term Bond ETF worth $3.05M as of Q2 2026.
Hohimer Wealth Management bought 18,416 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $1.26M.
Vanguard Long-Term Bond ETF made up 0.3% of Hohimer Wealth Management's portfolio in Q2 2026, its #103 holding.
Hohimer Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2023 and has held it in 14 quarters since.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.