N.E.W. Advisory Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

N.E.W. Advisory 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
2026 Q2	$1.93K	Hold	28	–	–	﹤0.01%	861
2026 Q1	$1.93K	Hold	28	–	–	﹤0.01%	830
2025 Q4	$1.95K	Buy	+28	New	+$1.98K	﹤0.01%	801
2025 Q2	–	Sell	-28	Closed	-$1.97K	–	848
2025 Q1	$1.97K	Buy	+28	New	+$1.94K	﹤0.01%	793

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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 Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

N.E.W. Advisory Services's BLV Position: Q2 2026 in Review

N.E.W. Advisory Services held its Vanguard Long-Term Bond ETF (BLV) position steady in Q2 2026 at 28 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

N.E.W. Advisory Services first reported a position in BLV in Q1 2025 and has held it in 4 quarters since. The position peaked at $1.97K in Q1 2025. 293 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

N.E.W. Advisory Services held 28 shares of Vanguard Long-Term Bond ETF worth $1.93K as of Q2 2026.
N.E.W. Advisory Services left its Vanguard Long-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Long-Term Bond ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #861 holding.
N.E.W. Advisory Services first reported a position in Vanguard Long-Term Bond ETF in Q1 2025 and has held it in 4 quarters since.
N.E.W. Advisory Services's Vanguard Long-Term Bond ETF position peaked at $1.97K in Q1 2025.
293 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.