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

Pinney & Scofield’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 Q1	$3.17M	Buy	46,118 +198	+0.4%	+$13.8K	1.71%	15
2025 Q4	$3.19M	Buy	45,920 +6,325	+16%	+$448K	1.81%	15
2025 Q3	$2.81M	Buy	39,595 +10,900	+38%	+$756K	1.74%	14
2025 Q2	$2M	Buy	28,695 +1,003	+4%	+$68.4K	1.35%	15
2025 Q1	$1.95M	Buy	27,692 +3,717	+16%	+$258K	1.41%	15
2024 Q4	$1.64M	Buy	+23,975	New	+$1.71M	1.24%	15

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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 New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Pinney & Scofield's BLV Position: Q1 2026 in Review

Pinney & Scofield increased its Vanguard Long-Term Bond ETF (BLV) stake by 0.43% in Q1 2026, buying an estimated $13.8K and bringing the position to 46,118 shares worth $3.17M. The position accounts for 1.71% of the portfolio, ranked #15.

Pinney & Scofield first reported a position in BLV in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.19M in Q4 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Pinney & Scofield held 46,118 shares of Vanguard Long-Term Bond ETF worth $3.17M as of Q1 2026.
Pinney & Scofield bought 198 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $13.8K.
Vanguard Long-Term Bond ETF made up 1.71% of Pinney & Scofield's portfolio in Q1 2026, its #15 holding.
Pinney & Scofield first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 6 quarters since.
Pinney & Scofield's Vanguard Long-Term Bond ETF position peaked at $3.19M in Q4 2025.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.