Keudell/Morrison Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Keudell/Morrison 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	$554K	Buy	8,038 +128	+2%	+$8.78K	0.1%	129
2026 Q1	$544K	Sell	7,910 -53	-0.7%	-$3.7K	0.11%	127
2025 Q4	$554K	Buy	+7,963	New	+$563K	0.12%	120
2025 Q2	$349K	Buy	+5,015	New	+$342K	0.08%	154
2024 Q3	–	Sell	-3,087	Closed	-$217K	–	222
2024 Q2	$217K	Buy	+3,087	New	+$216K	0.06%	189
2024 Q1	–	Sell	-6,256	Closed	-$467K	–	206
2023 Q4	$467K	Sell	6,256 -126,462	-95%	-$8.67M	0.15%	109
2023 Q3	$8.9M	Buy	132,718 +1,290	+1%	+$91.9K	2.71%	9
2023 Q2	$9.85M	Buy	+131,428	New	+$9.87M	2.84%	9

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Keudell/Morrison Wealth Management's BLV Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 1.6% in Q2 2026, buying an estimated $8.78K and bringing the position to 8,038 shares worth $554K. The position accounts for 0.1% of the portfolio, ranked #129.

Keudell/Morrison Wealth Management first reported a position in BLV in Q2 2023 and has held it in 8 quarters since. The position peaked at $9.85M in Q2 2023. 66 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Keudell/Morrison Wealth Management held 8,038 shares of Vanguard Long-Term Bond ETF worth $554K as of Q2 2026.
Keudell/Morrison Wealth Management bought 128 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $8.78K.
Vanguard Long-Term Bond ETF made up 0.1% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #129 holding.
Keudell/Morrison Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and has held it in 8 quarters since.
Keudell/Morrison Wealth Management's Vanguard Long-Term Bond ETF position peaked at $9.85M in Q2 2023.
66 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.