PFG
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Pacific Financial Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Pacific 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
2026
Q2 		$414K Sell
6,013
-617
-9% -$42.3K 0.2% 67
2026
Q1 		$456K Buy
6,630
+224
+3% +$15.6K 0.25% 66
2025
Q4 		$445K Buy
6,406
+394
+7% +$27.9K 0.25% 61
2025
Q3 		$426K Sell
6,012
-56
-0.9% -$3.89K 0.32% 50
2025
Q2 		$422K Buy
6,068
+1,732
+40% +$118K 0.33% 49
2025
Q1 		$305K Buy
4,336
+861
+25% +$59.8K 0.25% 50
2024
Q4 		$238K Buy
3,475
+113
+3% +$8.07K 0.18% 54
2024
Q3 		$253K Sell
3,362
-67
-2% -$4.92K 0.19% 53
2024
Q2 		$241K Buy
3,429
+6
+0.2% +$420 0.17% 56
2024
Q1 		$248K Buy
3,423
+149
+5% +$10.8K 0.17% 55
2023
Q4 		$244K Buy
3,274
+9
+0.3% +$617 0.18% 55
2023
Q3 		$219K Buy
3,265
+245
+8% +$17.5K 0.14% 57
2023
Q2 		$226K Sell
3,020
-12
-0.4% -$901 0.15% 55
2023
Q1 		$232K Buy
+3,032
New +$229K 0.18% 51
2022
Q3 		– Sell
-2,899
Closed -$231K – 52
2022
Q2 		$231K Buy
2,899
+181
+7% +$14.9K 0.17% 57
2022
Q1 		$249K Sell
2,718
-18
-0.7% -$1.72K 0.16% 58
2021
Q4 		$274K Buy
2,736
+436
+19% +$45.1K 0.18% 60
2021
Q3 		$235K Buy
2,300
+55
+2% +$5.77K 0.17% 63
2021
Q2 		$231K Sell
2,245
-1,080
-32% -$108K 0.16% 64
2021
Q1 		$326K Buy
3,325
+104
+3% +$10.7K 0.26% 52
2020
Q4 		$353K Sell
3,221
-13,748
-81% -$1.53M 0.31% 47
2020
Q3 		$1.9M Buy
16,969
+3,529
+26% +$402K 1.49% 22
2020
Q2 		$1.43M Sell
13,440
-374
-3% -$40.9K 1.49% 22
2020
Q1 		$1.47M Buy
13,814
+1,053
+8% +$110K 1.52% 22
2019
Q4 		$1.28M Buy
+12,761
New +$1.29M 0.13% 55

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

Pacific Financial Group's BLV Position: Q2 2026 in Review

Pacific Financial Group reduced its Vanguard Long-Term Bond ETF (BLV) stake by 9.3% in Q2 2026, selling an estimated $42.3K and leaving 6,013 shares worth $414K. The position accounts for 0.2% of the portfolio, ranked #67.

Pacific Financial Group first reported a position in BLV in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.9M in Q3 2020. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Pacific Financial Group held 6,013 shares of Vanguard Long-Term Bond ETF worth $414K as of Q2 2026.
  • Pacific Financial Group sold 617 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $42.3K.
  • Vanguard Long-Term Bond ETF made up 0.2% of Pacific Financial Group's portfolio in Q2 2026, its #67 holding.
  • Pacific Financial Group first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and has held it in 25 quarters since.
  • Pacific Financial Group's Vanguard Long-Term Bond ETF position peaked at $1.9M in Q3 2020.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Pacific Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.