LFG
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Larson Financial Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Larson Financial Group’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 		$62.1K Buy
900
+23
+3% +$1.58K ﹤0.01% 1423
2026
Q1 		$60.4K Buy
877
+676
+336% +$47.2K ﹤0.01% 1255
2025
Q4 		$14K Sell
201
-3
-1% -$212 ﹤0.01% 1931
2025
Q3 		$14.4K Sell
204
-98
-32% -$6.8K ﹤0.01% 1819
2025
Q2 		$21K Buy
302
+20
+7% +$1.36K ﹤0.01% 1471
2025
Q1 		$19.9K Sell
282
-810
-74% -$56.2K ﹤0.01% 1374
2024
Q4 		$74.7K Buy
1,092
+40
+4% +$2.85K ﹤0.01% 787
2024
Q3 		$79.1K Sell
1,052
-51
-5% -$3.75K ﹤0.01% 784
2024
Q2 		$77.6K Buy
1,103
+1,018
+1,198% +$71.3K 0.01% 712
2024
Q1 		$6.15K Sell
85
-200
-70% -$14.4K ﹤0.01% 1151
2023
Q4 		$21.3K Sell
285
-146
-34% -$10K ﹤0.01% 836
2023
Q3 		$28.9K Sell
431
-6
-1% -$428 ﹤0.01% 733
2023
Q2 		$32.7K Sell
437
-129
-23% -$9.69K ﹤0.01% 631
2023
Q1 		$43.4K Buy
566
+384
+211% +$29K ﹤0.01% 585
2022
Q4 		$13.2K Buy
182
+173
+1,922% +$12.5K ﹤0.01% 785
2022
Q3 		$1K Hold
9
– – ﹤0.01% 1176
2022
Q2 		$1K Hold
9
– – ﹤0.01% 1088
2022
Q1 		$1K Hold
9
– – ﹤0.01% 955
2021
Q4 		$1K Hold
9
– – ﹤0.01% 997
2021
Q3 		$1K Hold
9
– – ﹤0.01% 814
2021
Q2 		$1K Sell
9
-1
-10% -$100 ﹤0.01% 753
2021
Q1 		$1K Hold
10
– – ﹤0.01% 749
2020
Q4 		$1K Hold
10
– – ﹤0.01% 676
2020
Q3 		$1K Sell
10
-3
-23% -$342 ﹤0.01% 638
2020
Q2 		$1K Hold
13
– – ﹤0.01% 596
2020
Q1 		$1K Buy
+13
New +$1.36K ﹤0.01% 458

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

Larson Financial Group's BLV Position: Q2 2026 in Review

Larson Financial Group increased its Vanguard Long-Term Bond ETF (BLV) stake by 2.6% in Q2 2026, buying an estimated $1.58K and bringing the position to 900 shares worth $62.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1423.

Larson Financial Group first reported a position in BLV in Q1 2020 and has held it in 26 quarters since. The position peaked at $79.1K in Q3 2024. 409 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Larson Financial Group held 900 shares of Vanguard Long-Term Bond ETF worth $62.1K as of Q2 2026.
  • Larson Financial Group bought 23 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $1.58K.
  • Vanguard Long-Term Bond ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1423 holding.
  • Larson Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Larson Financial Group's Vanguard Long-Term Bond ETF position peaked at $79.1K in Q3 2024.
  • 409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.