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

Laurel Oak 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 		$219K Sell
3,173
-24
-0.8% -$1.65K 0.03% 349
2026
Q1 		$220K Sell
3,197
-224
-7% -$15.6K 0.04% 322
2025
Q4 		$238K Buy
+3,421
New +$242K 0.04% 308

Other funds holding BLV

Envestnet Asset Management
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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

Laurel Oak Wealth Management's BLV Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Vanguard Long-Term Bond ETF (BLV) stake by 0.75% in Q2 2026, selling an estimated $1.65K and leaving 3,173 shares worth $219K. The position accounts for 0.03% of the portfolio, ranked #349.

Laurel Oak Wealth Management first reported a position in BLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $238K in Q4 2025. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Laurel Oak Wealth Management held 3,173 shares of Vanguard Long-Term Bond ETF worth $219K as of Q2 2026.
  • Laurel Oak Wealth Management sold 24 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $1.65K.
  • Vanguard Long-Term Bond ETF made up 0.03% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #349 holding.
  • Laurel Oak Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's Vanguard Long-Term Bond ETF position peaked at $238K in Q4 2025.
  • 408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.