MWM
BLV icon

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

Mosley 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 		$207 Hold
3
– – ﹤0.01% 716
2026
Q1 		$213 Buy
+3
New +$209 ﹤0.01% 451

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

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

Mosley Wealth Management held its Vanguard Long-Term Bond ETF (BLV) position steady in Q2 2026 at 3 shares worth $207. The position accounts for ﹤0.01% of the portfolio, ranked #716.

Mosley Wealth Management first reported a position in BLV in Q1 2026 and has held it in 2 quarters since. The position peaked at $213 in Q1 2026. 256 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Mosley Wealth Management held 3 shares of Vanguard Long-Term Bond ETF worth $207 as of Q2 2026.
  • Mosley Wealth Management left its Vanguard Long-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Long-Term Bond ETF made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #716 holding.
  • Mosley Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's Vanguard Long-Term Bond ETF position peaked at $213 in Q1 2026.
  • 256 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.