JWCA
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J.W. Cole Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

J.W. Cole 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 		$5.46M Buy
+79,219
New +$5.43M 0.09% 227
2026
Q1 		– Sell
-67,043
Closed -$2.86M – 819
2025
Q4 		$2.86M Buy
67,043
+223
+0.3% +$15.8K 0.07% 284
2025
Q3 		$4.73M Buy
66,820
+9,904
+17% +$687K 0.09% 221
2025
Q2 		$3.96M Buy
56,916
+33,332
+141% +$2.27M 0.08% 236
2025
Q1 		$1.66M Sell
23,584
-176
-0.7% -$12.2K 0.05% 372
2024
Q4 		$1.63M Buy
23,760
+1,242
+6% +$88.7K 0.07% 289
2024
Q3 		$1.69M Buy
22,518
+2,903
+15% +$213K 0.07% 279
2024
Q2 		$1.38M Buy
19,615
+4,020
+26% +$281K 0.06% 289
2024
Q1 		$1.13M Buy
15,595
+7,990
+105% +$576K 0.06% 323
2023
Q4 		$567K Buy
7,605
+2,734
+56% +$187K 0.03% 451
2023
Q3 		$327K Sell
4,871
-51
-1% -$3.63K 0.02% 541
2023
Q2 		$369K Buy
4,922
+37
+0.8% +$2.78K 0.03% 515
2023
Q1 		$374K Sell
4,885
-564
-10% -$42.6K 0.03% 527
2022
Q4 		$395K Sell
5,449
-1,630
-23% -$118K 0.03% 475
2022
Q3 		$509K Sell
7,079
-2,384
-25% -$189K 0.04% 393
2022
Q2 		$754K Sell
9,463
-11,155
-54% -$918K 0.06% 318
2022
Q1 		$1.89M Sell
20,618
-1,987
-9% -$189K 0.13% 184
2021
Q4 		$2.33M Buy
+22,605
New +$2.34M 0.15% 162
2021
Q3 		– Sell
-17,033
Closed -$1.75M – 495
2021
Q2 		$1.75M Buy
17,033
+4,225
+33% +$422K 0.14% 175
2021
Q1 		$1.26M Buy
12,808
+2,233
+21% +$229K 0.12% 205
2020
Q4 		$1.16M Sell
10,575
-9,486
-47% -$1.06M 0.12% 207
2020
Q3 		$2.24M Sell
20,061
-70
-0.3% -$7.97K 0.17% 137
2020
Q2 		$2.25M Buy
+20,131
New +$2.2M 0.34% 88
2020
Q1 		– Sell
-16,028
Closed -$1.61M – 146
2019
Q4 		$1.61M Buy
+16,028
New +$1.62M 0.2% 132

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

J.W. Cole Advisors's BLV Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q2 2026: 79,219 shares worth $5.46M. The stake represents 0.09% of the portfolio and ranks #227 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in BLV as recently as Q4 2025.

J.W. Cole Advisors first reported a position in BLV in Q4 2019 and has held it in 24 quarters since. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • J.W. Cole Advisors held 79,219 shares of Vanguard Long-Term Bond ETF worth $5.46M as of Q2 2026.
  • Vanguard Long-Term Bond ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Vanguard Long-Term Bond ETF made up 0.09% of J.W. Cole Advisors's portfolio in Q2 2026, its #227 holding.
  • J.W. Cole Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.