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New Century Financial Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

New Century Financial Group’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
-9,292
Closed -$654K – 115
2025
Q1 		$654K Sell
9,292
-288
-3% -$20K 0.76% 40
2024
Q4 		$654K Buy
9,580
+457
+5% +$32.6K 0.28% 106
2024
Q3 		$686K Buy
9,123
+573
+7% +$42.1K 0.25% 124
2024
Q2 		$601K Buy
+8,550
New +$599K 0.26% 115

Other funds holding BLV

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LPL Financial
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
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
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 $26.4B AUM 21.05% 1-Year Est. Return

New Century Financial Group's BLV Position: Q2 2025 in Review

New Century Financial Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2025, closing a stake of 9,292 shares — an estimated $654K sold.

New Century Financial Group first reported a position in BLV in Q2 2024 and held it in 4 quarters. The position peaked at $686K in Q3 2024. 362 funds tracked by Wall St. Rank hold BLV as of Q2 2025.

  • New Century Financial Group reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • New Century Financial Group sold 9,292 Vanguard Long-Term Bond ETF shares in Q2 2025, an estimated $654K.
  • New Century Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q2 2024 and held it in 4 quarters.
  • New Century Financial Group's Vanguard Long-Term Bond ETF position peaked at $686K in Q3 2024.
  • 362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2025.

Based on New Century Financial Group's 13F filing for Q2 2025, filed 21 Jul 2025.