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 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 $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 $21.9B AUM 68.6% 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

Luminvest Wealth Management's BLV Position: Q1 2026 in Review

Luminvest Wealth Management reduced its Vanguard Long-Term Bond ETF (BLV) stake by 2.1% in Q1 2026, selling an estimated $13.2K and leaving 8,618 shares worth $593K. The position accounts for 0.16% of the portfolio, ranked #29.

Luminvest Wealth Management first reported a position in BLV in Q4 2023 and has held it in 10 quarters since. The position peaked at $624K in Q3 2024. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Luminvest Wealth Management held 8,618 shares of Vanguard Long-Term Bond ETF worth $593K as of Q1 2026.
Luminvest Wealth Management sold 189 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $13.2K.
Vanguard Long-Term Bond ETF made up 0.16% of Luminvest Wealth Management's portfolio in Q1 2026, its #29 holding.
Luminvest Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
Luminvest Wealth Management's Vanguard Long-Term Bond ETF position peaked at $624K in Q3 2024.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Luminvest Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.