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

PFW 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
2026
Q2 		$6.88M Buy
99,799
+2,556
+3% +$175K 2.01% 11
2026
Q1 		$6.69M Buy
97,243
+1,954
+2% +$136K 2.1% 11
2025
Q4 		$6.62M Buy
95,289
+2,391
+3% +$169K 2% 11
2025
Q3 		$6.58M Buy
92,898
+1,384
+2% +$96K 1.95% 11
2025
Q2 		$6.36M Sell
91,514
-954
-1% -$65.1K 1.96% 10
2025
Q1 		$6.51M Sell
92,468
-1,799
-2% -$125K 2.04% 9
2024
Q4 		$6.45M Buy
+94,267
New +$6.73M 1.98% 12
2024
Q2 		$6.48M Sell
92,174
-1,410
-2% -$98.7K 2.06% 10
2024
Q1 		$6.77M Sell
93,584
-2,363
-2% -$170K 2.07% 10
2023
Q4 		$7.16M Buy
95,947
+720
+0.8% +$49.3K 2.29% 10
2023
Q3 		$6.39M Buy
95,227
+512
+0.5% +$36.5K 2.26% 10
2023
Q2 		$6.7M Buy
+94,715
New +$7.11M 2.24% 10
2019
Q3 		$6.99M Buy
+92,974
New +$9.34M 2.11% 10

Other funds holding BLV

OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

PFW Advisors's BLV Position: Q2 2026 in Review

PFW Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 2.6% in Q2 2026, buying an estimated $175K and bringing the position to 99,799 shares worth $6.88M. The position accounts for 2.01% of the portfolio, ranked #11.

PFW Advisors first reported a position in BLV in Q3 2019 and has held it in 13 quarters since. The position peaked at $7.16M in Q4 2023. 68 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • PFW Advisors held 99,799 shares of Vanguard Long-Term Bond ETF worth $6.88M as of Q2 2026.
  • PFW Advisors bought 2,556 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $175K.
  • Vanguard Long-Term Bond ETF made up 2.01% of PFW Advisors's portfolio in Q2 2026, its #11 holding.
  • PFW Advisors first reported a position in Vanguard Long-Term Bond ETF in Q3 2019 and has held it in 13 quarters since.
  • PFW Advisors's Vanguard Long-Term Bond ETF position peaked at $7.16M in Q4 2023.
  • 68 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on PFW Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.