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 Q3	$6.54M	Buy	104,271 +4,472	+4%	+$295K	1.94%	12
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

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

ETF Portfolio Partners Leawood, Kansas $399M AUM 9.55% 1-Year Est. Return

Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return

WinCap Financial Boston, Massachusetts $185M AUM 29.33% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

PFW Advisors's BLV Position: Q3 2026 in Review

PFW Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 4.5% in Q3 2026, buying an estimated $295K and bringing the position to 104,271 shares worth $6.54M. The position accounts for 1.94% of the portfolio, ranked #12.

PFW Advisors first reported a position in BLV in Q3 2019 and has held it in 14 quarters since. The position peaked at $7.16M in Q4 2023. 98 funds tracked by Wall St. Rank hold BLV as of Q3 2026.

PFW Advisors held 104,271 shares of Vanguard Long-Term Bond ETF worth $6.54M as of Q3 2026.
PFW Advisors bought 4,472 Vanguard Long-Term Bond ETF shares in Q3 2026, an estimated $295K.
Vanguard Long-Term Bond ETF made up 1.94% of PFW Advisors's portfolio in Q3 2026, its #12 holding.
PFW Advisors first reported a position in Vanguard Long-Term Bond ETF in Q3 2019 and has held it in 14 quarters since.
PFW Advisors's Vanguard Long-Term Bond ETF position peaked at $7.16M in Q4 2023.
98 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2026.

Based on PFW Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.