MA
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Mutual Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Mutual 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
2026
Q2 		$6.81M Buy
98,823
+3,454
+4% +$237K 0.13% 158
2026
Q1 		$6.56M Buy
95,369
+20,879
+28% +$1.46M 0.14% 144
2025
Q4 		$5.18M Buy
74,490
+2,838
+4% +$201K 0.11% 189
2025
Q3 		$5.17M Sell
71,652
-2,745
-4% -$191K 0.11% 179
2025
Q2 		$5.1M Buy
74,397
+9,950
+15% +$679K 0.13% 166
2025
Q1 		$4.46M Buy
64,447
+944
+1% +$65.5K 0.13% 165
2024
Q4 		$4.33M Sell
63,503
-5,288
-8% -$377K 0.13% 160
2024
Q3 		$4.93M Buy
68,791
+2,640
+4% +$194K 0.14% 136
2024
Q2 		$4.74M Buy
66,151
+12,724
+24% +$891K 0.14% 145
2024
Q1 		$3.86M Buy
53,427
+6,123
+13% +$442K 0.12% 157
2023
Q4 		$3.53M Sell
47,304
-43,193
-48% -$2.96M 0.12% 170
2023
Q3 		$6.07M Buy
90,497
+23,572
+35% +$1.68M 0.24% 82
2023
Q2 		$5.01M Buy
66,925
+21,990
+49% +$1.65M 0.19% 107
2023
Q1 		$3.44M Sell
44,935
-3,468
-7% -$262K 0.14% 153
2022
Q4 		$3.51M Buy
48,403
+5,022
+12% +$364K 0.16% 140
2022
Q3 		$3.12M Buy
43,381
+27,141
+167% +$2.15M 0.16% 127
2022
Q2 		$1.29M Buy
16,240
+859
+6% +$70.7K 0.09% 276
2022
Q1 		$1.41M Buy
15,381
+2,248
+17% +$214K 0.08% 276
2021
Q4 		$1.35M Sell
13,133
-811
-6% -$83.8K 0.07% 306
2021
Q3 		$1.43M Buy
13,944
+491
+4% +$51.5K 0.08% 283
2021
Q2 		$1.39M Buy
13,453
+1,205
+10% +$120K 0.08% 289
2021
Q1 		$1.2M Sell
12,248
-6,693
-35% -$687K 0.08% 291
2020
Q4 		$2.08M Sell
18,941
-33,563
-64% -$3.74M 0.15% 159
2020
Q3 		$5.87M Buy
52,504
+11,000
+27% +$1.25M 0.51% 37
2020
Q2 		$4.63M Buy
41,504
+29,084
+234% +$3.18M 0.46% 45
2020
Q1 		$1.32M Buy
+12,420
New +$1.3M 0.18% 148
2019
Q4 		– Sell
-2,658
Closed -$273K – 598
2019
Q3 		$273K Buy
+2,658
New +$267K 0.04% 443
2019
Q2 		– Sell
-2,221
Closed -$205K – 570
2019
Q1 		$205K Buy
+2,221
New +$197K 0.03% 446

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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mutual Advisors's BLV Position: Q2 2026 in Review

Mutual Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 3.6% in Q2 2026, buying an estimated $237K and bringing the position to 98,823 shares worth $6.81M. The position accounts for 0.13% of the portfolio, ranked #158.

Mutual Advisors first reported a position in BLV in Q1 2019 and has held it in 28 quarters since. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Mutual Advisors held 98,823 shares of Vanguard Long-Term Bond ETF worth $6.81M as of Q2 2026.
  • Mutual Advisors bought 3,454 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $237K.
  • Vanguard Long-Term Bond ETF made up 0.13% of Mutual Advisors's portfolio in Q2 2026, its #158 holding.
  • Mutual Advisors first reported a position in Vanguard Long-Term Bond ETF in Q1 2019 and has held it in 28 quarters since.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.