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 Q2	$3.26M	Buy	47,237 +1,119	+2%	+$76.8K	1.59%	15
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 $424B AUM 22.96% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Pinney & Scofield's BLV Position: Q2 2026 in Review

Pinney & Scofield increased its Vanguard Long-Term Bond ETF (BLV) stake by 2.4% in Q2 2026, buying an estimated $76.8K and bringing the position to 47,237 shares worth $3.26M. The position accounts for 1.59% of the portfolio, ranked #15.

Pinney & Scofield first reported a position in BLV in Q4 2024 and has held it in 7 quarters since. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Pinney & Scofield held 47,237 shares of Vanguard Long-Term Bond ETF worth $3.26M as of Q2 2026.
Pinney & Scofield bought 1,119 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $76.8K.
Vanguard Long-Term Bond ETF made up 1.59% of Pinney & Scofield's portfolio in Q2 2026, its #15 holding.
Pinney & Scofield first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.