Koss-Olinger Consulting’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Koss-Olinger Consulting’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	$26.7M	Sell	387,748 -22,472	-5%	-$1.57M	2.24%	9
2025 Q4	$28.5M	Sell	410,220 -212,453	-34%	-$15M	2.21%	13
2025 Q3	$43.3M	Sell	622,673 -2,255	-0.4%	-$156K	3.58%	6
2025 Q2	$43.5M	Sell	624,928 -59,712	-9%	-$4.07M	3.57%	6
2025 Q1	$48.2M	Buy	684,640 +7,155	+1%	+$497K	4.06%	5
2024 Q4	$46.4M	Buy	677,485 +17,393	+3%	+$1.24M	4.06%	5
2024 Q3	$49.6M	Buy	660,092 +364	+0.1%	+$26.8K	4.31%	3
2024 Q2	$46.4M	Buy	+659,728	New	+$46.2M	4.28%	4
2024 Q1	–	Sell	-659,484	Closed	-$49.2M	–	71
2023 Q4	$49.2M	Buy	659,484 +17,003	+3%	+$1.17M	4.83%	5
2023 Q3	$43.1M	Buy	+642,481	New	+$45.8M	6.36%	3

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Koss-Olinger Consulting's BLV Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its Vanguard Long-Term Bond ETF (BLV) stake by 5.5% in Q1 2026, selling an estimated $1.57M and leaving 387,748 shares worth $26.7M. The position accounts for 2.24% of the portfolio, ranked #9.

Koss-Olinger Consulting first reported a position in BLV in Q3 2023 and has held it in 10 quarters since. The position peaked at $49.6M in Q3 2024. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Koss-Olinger Consulting held 387,748 shares of Vanguard Long-Term Bond ETF worth $26.7M as of Q1 2026.
Koss-Olinger Consulting sold 22,472 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $1.57M.
Vanguard Long-Term Bond ETF made up 2.24% of Koss-Olinger Consulting's portfolio in Q1 2026, its #9 holding.
Koss-Olinger Consulting first reported a position in Vanguard Long-Term Bond ETF in Q3 2023 and has held it in 10 quarters since.
Koss-Olinger Consulting's Vanguard Long-Term Bond ETF position peaked at $49.6M in Q3 2024.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.