MFG
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Merit Financial Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Merit 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 		$211K Sell
3,059
-210
-6% -$14.4K ﹤0.01% 2081
2026
Q1 		$225K Buy
3,269
+72
+2% +$5.03K ﹤0.01% 1851
2025
Q4 		$222K Buy
+3,197
New +$226K ﹤0.01% 1761

Other funds holding BLV

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

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

Merit Financial Group reduced its Vanguard Long-Term Bond ETF (BLV) stake by 6.4% in Q2 2026, selling an estimated $14.4K and leaving 3,059 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

Merit Financial Group first reported a position in BLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $225K in Q1 2026. 87 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Merit Financial Group held 3,059 shares of Vanguard Long-Term Bond ETF worth $211K as of Q2 2026.
  • Merit Financial Group sold 210 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $14.4K.
  • Vanguard Long-Term Bond ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2081 holding.
  • Merit Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Merit Financial Group's Vanguard Long-Term Bond ETF position peaked at $225K in Q1 2026.
  • 87 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.