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Medallion Wealth Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Medallion Wealth Advisors’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
2025
Q2 		– Sell
-2
Closed -$143 – 1106
2025
Q1 		$143 Hold
2
– – ﹤0.01% 1047
2024
Q4 		$137 Buy
+2
New +$143 ﹤0.01% 992

Other funds holding BLV

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LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Medallion Wealth Advisors's BLV Position: Q2 2025 in Review

Medallion Wealth Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2025, closing a stake of 2 shares — an estimated $143 sold.

Medallion Wealth Advisors first reported a position in BLV in Q4 2024 and held it in 2 quarters. The position peaked at $143 in Q1 2025. 362 funds tracked by Wall St. Rank hold BLV as of Q2 2025.

  • Medallion Wealth Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 2 Vanguard Long-Term Bond ETF shares in Q2 2025, an estimated $143.
  • Medallion Wealth Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and held it in 2 quarters.
  • Medallion Wealth Advisors's Vanguard Long-Term Bond ETF position peaked at $143 in Q1 2025.
  • 362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2025.

Based on Medallion Wealth Advisors's 13F filing for Q2 2025, filed 24 Apr 2026.