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&Partners’s Vanguard Long-Term Bond ETF BLV Stock Holding History

&Partners’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 		$19.3M Buy
280,448
+89,241
+47% +$6.12M 0.08% 226
2026
Q1 		$13.2M Buy
191,207
+23,061
+14% +$1.61M 0.07% 274
2025
Q4 		$11.7M Buy
168,146
+66,367
+65% +$4.7M 0.06% 273
2025
Q3 		$7.33M Buy
101,779
+9,097
+10% +$631K 0.05% 333
2025
Q2 		$6.48M Buy
92,682
+8,135
+10% +$555K 0.05% 315
2025
Q1 		$5.92M Sell
84,547
-1,290
-2% -$89.5K 0.06% 266
2024
Q4 		$5.85M Buy
85,837
+17,269
+25% +$1.23M 0.07% 252
2024
Q3 		$5.14M Buy
68,568
+11,276
+20% +$829K 0.1% 200
2024
Q2 		$4.03M Buy
57,292
+40,485
+241% +$2.83M 0.18% 130
2024
Q1 		$1.22M Buy
+16,807
New +$1.21M 0.17% 128

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

&Partners's BLV Position: Q2 2026 in Review

&Partners increased its Vanguard Long-Term Bond ETF (BLV) stake by 47% in Q2 2026, buying an estimated $6.12M and bringing the position to 280,448 shares worth $19.3M. The position accounts for 0.08% of the portfolio, ranked #226.

&Partners first reported a position in BLV in Q1 2024 and has held it in 10 quarters since. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • &Partners held 280,448 shares of Vanguard Long-Term Bond ETF worth $19.3M as of Q2 2026.
  • &Partners bought 89,241 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $6.12M.
  • Vanguard Long-Term Bond ETF made up 0.08% of &Partners's portfolio in Q2 2026, its #226 holding.
  • &Partners first reported a position in Vanguard Long-Term Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.