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

Luminvest 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	$601K	Buy	8,724 +106	+1%	+$7.27K	0.14%	34
2026 Q1	$593K	Sell	8,618 -189	-2%	-$13.2K	0.16%	29
2025 Q4	$612K	Buy	8,807 +134	+2%	+$9.48K	0.17%	29
2025 Q3	$614K	Buy	8,673 +104	+1%	+$7.22K	0.2%	27
2025 Q2	$596K	Buy	8,569 +100	+1%	+$6.82K	0.21%	26
2025 Q1	$596K	Buy	8,469 +62	+0.7%	+$4.3K	0.25%	24
2024 Q4	$575K	Buy	8,407 +105	+1%	+$7.5K	0.23%	25
2024 Q3	$624K	Buy	8,302 +270	+3%	+$19.8K	0.26%	25
2024 Q2	$594K	Buy	8,032 +32	+0.4%	+$2.24K	0.28%	23
2024 Q1	$592K	Buy	8,000 +2	+0%	+$144	0.37%	16
2023 Q4	$589K	Buy	+7,998	New	+$548K	0.39%	17

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Luminvest Wealth Management's BLV Position: Q2 2026 in Review

Luminvest Wealth Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 1.2% in Q2 2026, buying an estimated $7.27K and bringing the position to 8,724 shares worth $601K. The position accounts for 0.14% of the portfolio, ranked #34.

Luminvest Wealth Management first reported a position in BLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $624K in Q3 2024. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Luminvest Wealth Management held 8,724 shares of Vanguard Long-Term Bond ETF worth $601K as of Q2 2026.
Luminvest Wealth Management bought 106 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $7.27K.
Vanguard Long-Term Bond ETF made up 0.14% of Luminvest Wealth Management's portfolio in Q2 2026, its #34 holding.
Luminvest Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Luminvest Wealth Management's Vanguard Long-Term Bond ETF position peaked at $624K in Q3 2024.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Luminvest Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.