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Morningstar Investment Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Morningstar Investment Services’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
Q1 		$242K Sell
3,433
-64,894
-95% -$4.5M 0.04% 133
2024
Q4 		$4.68M Sell
68,327
-304,638
-82% -$21.7M 0.43% 60
2024
Q3 		$28.1M Sell
372,965
-6,466
-2% -$475K 0.29% 88
2024
Q2 		$27M Sell
379,431
-2,257
-0.6% -$158K 0.29% 90
2024
Q1 		$27.6M Sell
381,688
-438,577
-53% -$31.6M 0.3% 88
2023
Q4 		$61.6M Buy
820,265
+405,561
+98% +$27.8M 0.35% 80
2023
Q3 		$27.8M Sell
414,704
-286,377
-41% -$20.4M 0.36% 76
2023
Q2 		$52.1M Sell
701,081
-44,406
-6% -$3.33M 0.67% 40
2023
Q1 		$56.4M Buy
745,487
+5,312
+0.7% +$402K 0.76% 37
2022
Q4 		$54.8M Sell
740,175
-12,415
-2% -$899K 0.75% 35
2022
Q3 		$52.4M Buy
752,590
+163,656
+28% +$12.9M 0.74% 37
2022
Q2 		$46.5M Buy
588,934
+25,206
+4% +$2.07M 0.62% 40
2022
Q1 		$51.5M Buy
563,728
+14,112
+3% +$1.35M 0.57% 41
2021
Q4 		$56.6M Buy
549,616
+5,860
+1% +$606K 0.63% 40
2021
Q3 		$55.7M Buy
543,756
+5,452
+1% +$572K 0.66% 40
2021
Q2 		$55.4M Buy
538,304
+146,368
+37% +$14.6M 0.66% 42
2021
Q1 		$38.4M Buy
391,936
+18,421
+5% +$1.89M 0.5% 55
2020
Q4 		$41M Buy
373,515
+245,123
+191% +$27.3M 0.57% 48
2020
Q3 		$14.4M Buy
128,392
+94,745
+282% +$10.8M 0.22% 102
2020
Q2 		$3.75M Buy
+33,647
New +$3.68M 0.06% 147
2019
Q3 		– Sell
-30,769
Closed -$2.99M – 196
2019
Q2 		$2.99M Sell
30,769
-2,050
-6% -$190K 0.05% 145
2019
Q1 		$3.02M Buy
32,819
+1,161
+4% +$103K 0.05% 140
2018
Q4 		$2.77M Sell
31,658
-76,344
-71% -$6.51M 0.05% 128
2018
Q3 		$9.44M Buy
108,002
+9,350
+9% +$828K 0.17% 109
2018
Q2 		$8.74M Sell
98,652
-79,660
-45% -$7.05M 0.16% 112
2018
Q1 		$16.2M Buy
178,312
+31,576
+22% +$2.88M 0.32% 91
2017
Q4 		$14M Buy
146,736
+22,798
+18% +$2.14M 0.28% 90
2017
Q3 		$11.6M Buy
123,938
+19,241
+18% +$1.8M 0.25% 90
2017
Q2 		$9.75M Buy
104,697
+13,057
+14% +$1.2M 0.23% 96
2017
Q1 		$8.25M Buy
91,640
+5,797
+7% +$520K 0.21% 97
2016
Q4 		$7.65M Buy
85,843
+8,418
+11% +$774K 0.25% 89
2016
Q3 		$7.63M Buy
77,425
+33,324
+76% +$3.3M 0.22% 96
2016
Q2 		$4.37M Buy
+44,101
New +$4.16M 0.14% 117

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morningstar Investment Services's BLV Position: Q1 2025 in Review

Morningstar Investment Services reduced its Vanguard Long-Term Bond ETF (BLV) stake by 95% in Q1 2025, selling an estimated $4.5M and leaving 3,433 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #133.

Morningstar Investment Services first reported a position in BLV in Q2 2016 and has held it in 33 quarters since. The position peaked at $61.6M in Q4 2023. 370 funds tracked by Wall St. Rank hold BLV as of Q1 2025.

  • Morningstar Investment Services held 3,433 shares of Vanguard Long-Term Bond ETF worth $242K as of Q1 2025.
  • Morningstar Investment Services sold 64,894 Vanguard Long-Term Bond ETF shares in Q1 2025, an estimated $4.5M.
  • Vanguard Long-Term Bond ETF made up 0.04% of Morningstar Investment Services's portfolio in Q1 2025, its #133 holding.
  • Morningstar Investment Services first reported a position in Vanguard Long-Term Bond ETF in Q2 2016 and has held it in 33 quarters since.
  • Morningstar Investment Services's Vanguard Long-Term Bond ETF position peaked at $61.6M in Q4 2023.
  • 370 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.