Neumann Capital Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Neumann Capital 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
2025 Q2	–	Sell	-4,650	Closed	-$327K	–	101
2025 Q1	$327K	Hold	4,650	–	–	0.11%	91
2024 Q4	$318K	Hold	4,650	–	–	0.11%	91
2024 Q3	$350K	Buy	+4,650	New	+$342K	0.12%	89
2024 Q2	–	Sell	-4,100	Closed	-$297K	–	99
2024 Q1	$297K	Hold	4,100	–	–	0.11%	88
2023 Q4	$306K	Hold	4,100	–	–	0.12%	85
2023 Q3	$275K	Hold	4,100	–	–	0.12%	82
2023 Q2	$307K	Buy	4,100 +450	+12%	+$33.8K	0.13%	81
2023 Q1	$280K	Hold	3,650	–	–	0.12%	82
2022 Q4	$264K	Buy	3,650 +650	+22%	+$47.1K	0.12%	82
2022 Q3	$216K	Buy	+3,000	New	+$237K	0.11%	86

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Neumann Capital Management's BLV Position: Q2 2025 in Review

Neumann Capital Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2025, closing a stake of 4,650 shares — an estimated $327K sold.

Neumann Capital Management first reported a position in BLV in Q3 2022 and held it in 10 quarters. The position peaked at $350K in Q3 2024. 362 funds tracked by Wall St. Rank hold BLV as of Q2 2025.

Neumann Capital Management reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
Neumann Capital Management sold 4,650 Vanguard Long-Term Bond ETF shares in Q2 2025, an estimated $327K.
Neumann Capital Management first reported a position in Vanguard Long-Term Bond ETF in Q3 2022 and held it in 10 quarters.
Neumann Capital Management's Vanguard Long-Term Bond ETF position peaked at $350K in Q3 2024.
362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2025.

Based on Neumann Capital Management's 13F filing for Q2 2025, filed 17 Jul 2025.