Nest Investments’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Nest Investments’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	$7.7M	Buy	111,715 +3,899	+4%	+$267K	5.85%	6
2026 Q1	$7.42M	Buy	107,816 +8,439	+8%	+$589K	6.03%	6
2025 Q4	$6.91M	Buy	+99,377	New	+$7.03M	5.78%	6

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Nest Investments's BLV Position: Q2 2026 in Review

Nest Investments increased its Vanguard Long-Term Bond ETF (BLV) stake by 3.6% in Q2 2026, buying an estimated $267K and bringing the position to 111,715 shares worth $7.7M. The position accounts for 5.85% of the portfolio, ranked #6.

Nest Investments first reported a position in BLV in Q4 2025 and has held it in 3 quarters since. 407 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Nest Investments held 111,715 shares of Vanguard Long-Term Bond ETF worth $7.7M as of Q2 2026.
Nest Investments bought 3,899 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $267K.
Vanguard Long-Term Bond ETF made up 5.85% of Nest Investments's portfolio in Q2 2026, its #6 holding.
Nest Investments first reported a position in Vanguard Long-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Nest Investments's 13F filing for Q2 2026, filed 14 Aug 2026.