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

Novus 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
2025
Q2 		– Sell
-3,956
Closed -$279K – 85
2025
Q1 		$279K Sell
3,956
-1,676
-30% -$116K 0.28% 87
2024
Q4 		$385K Buy
+5,632
New +$402K 0.38% 71

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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 $20.9B AUM 19.34% 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

Novus Advisors's BLV Position: Q2 2025 in Review

Novus Advisors sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2025, closing a stake of 3,956 shares — an estimated $279K sold.

Novus Advisors first reported a position in BLV in Q4 2024 and held it in 2 quarters. The position peaked at $385K in Q4 2024. 362 funds tracked by Wall St. Rank hold BLV as of Q2 2025.

  • Novus Advisors reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Novus Advisors sold 3,956 Vanguard Long-Term Bond ETF shares in Q2 2025, an estimated $279K.
  • Novus Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and held it in 2 quarters.
  • Novus Advisors's Vanguard Long-Term Bond ETF position peaked at $385K in Q4 2024.
  • 362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2025.

Based on Novus Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.