OPS
BLV icon

Orion Portfolio Solutions’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Orion Portfolio Solutions’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
Q1 		$14.4M Buy
204,647
+35,341
+21% +$2.45M 0.14% 131
2024
Q4 		$11.6M Sell
169,306
-9,581
-5% -$684K 0.12% 162
2024
Q3 		$13.4M Buy
178,887
+18,976
+12% +$1.39M 0.13% 149
2024
Q2 		$11.2M Buy
159,911
+5,221
+3% +$366K 0.12% 165
2024
Q1 		$11.2M Sell
154,690
-1,005
-0.6% -$72.5K 0.12% 173
2023
Q4 		$11.4M Buy
155,695
+21,496
+16% +$1.47M 0.13% 156
2023
Q3 		$9M Sell
134,199
-1,702
-1% -$121K 0.11% 186
2023
Q2 		$10.2M Buy
135,901
+5,738
+4% +$431K 0.11% 183
2023
Q1 		$9.98M Buy
130,163
+6,769
+5% +$512K 0.12% 157
2022
Q4 		$8.94M Sell
123,394
-1,554
-1% -$112K 0.31% 48
2022
Q3 		$8.99M Buy
124,948
+4,651
+4% +$368K 0.36% 43
2022
Q2 		$9.59M Sell
120,297
-6,800
-5% -$560K 0.38% 41
2022
Q1 		$11.7M Buy
127,097
+12,976
+11% +$1.24M 0.41% 37
2021
Q4 		$11.7M Sell
114,121
-2,145
-2% -$222K 0.39% 37
2021
Q3 		$11.9M Buy
116,266
+1,743
+2% +$183K 0.44% 34
2021
Q2 		$11.8M Buy
114,523
+9,447
+9% +$944K 0.46% 37
2021
Q1 		$10.3M Buy
105,076
+5,976
+6% +$613K 0.45% 42
2020
Q4 		$10.9M Buy
99,100
+3,151
+3% +$351K 0.51% 36
2020
Q3 		$10.7M Buy
95,949
+3,310
+4% +$377K 0.56% 33
2020
Q2 		$10.3M Buy
92,639
+2,046
+2% +$224K 0.56% 35
2020
Q1 		$9.67M Buy
90,593
+5,531
+7% +$578K 0.66% 28
2019
Q4 		$8.54M Buy
+85,062
New +$8.62M 0.67% 34

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

Orion Portfolio Solutions's BLV Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Vanguard Long-Term Bond ETF (BLV) stake by 21% in Q1 2025, buying an estimated $2.45M and bringing the position to 204,647 shares worth $14.4M. The position accounts for 0.14% of the portfolio, ranked #131.

Orion Portfolio Solutions first reported a position in BLV in Q4 2019 and has held it in 22 quarters since. 371 funds tracked by Wall St. Rank hold BLV as of Q1 2025.

  • Orion Portfolio Solutions held 204,647 shares of Vanguard Long-Term Bond ETF worth $14.4M as of Q1 2025.
  • Orion Portfolio Solutions bought 35,341 Vanguard Long-Term Bond ETF shares in Q1 2025, an estimated $2.45M.
  • Vanguard Long-Term Bond ETF made up 0.14% of Orion Portfolio Solutions's portfolio in Q1 2025, its #131 holding.
  • Orion Portfolio Solutions first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • 371 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.