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

Orion 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
2026
Q2 		$3.6K Hold
52
– – ﹤0.01% 452
2026
Q1 		$3.58K Hold
52
– – ﹤0.01% 423
2025
Q4 		$3.62K Buy
+52
New +$3.68K ﹤0.01% 443
2024
Q2 		– Sell
-52
Closed -$3.76K – 445
2024
Q1 		$3.76K Buy
+52
New +$3.75K ﹤0.01% 434

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Orion Capital Management's BLV Position: Q2 2026 in Review

Orion Capital Management held its Vanguard Long-Term Bond ETF (BLV) position steady in Q2 2026 at 52 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Orion Capital Management first reported a position in BLV in Q1 2024 and has held it in 4 quarters since. The position peaked at $3.76K in Q1 2024. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Orion Capital Management held 52 shares of Vanguard Long-Term Bond ETF worth $3.6K as of Q2 2026.
  • Orion Capital Management left its Vanguard Long-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Long-Term Bond ETF made up ﹤0.01% of Orion Capital Management's portfolio in Q2 2026, its #452 holding.
  • Orion Capital Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • Orion Capital Management's Vanguard Long-Term Bond ETF position peaked at $3.76K in Q1 2024.
  • 408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Orion Capital Management's 13F filing for Q2 2026, filed 18 Aug 2026.