Platt Investment Counsel’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Platt Investment Counsel’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	$10M	Sell	159,642 -5,322	-3%	-$352K	6.89%	8
2026 Q2	$11.4M	Buy	164,964 +2,880	+2%	+$198K	7.62%	6
2026 Q1	$11.1M	Buy	162,084 +23,635	+17%	+$1.65M	8.58%	6
2025 Q4	$9.62M	Buy	138,449 +40,018	+41%	+$2.83M	7.11%	6
2025 Q3	$6.97M	Sell	98,431 -34,181	-26%	-$2.37M	5.49%	6
2025 Q2	$9.22M	Buy	132,612 +42,464	+47%	+$2.9M	8.76%	5
2025 Q1	$6.35M	Buy	+90,148	New	+$6.26M	6.26%	6
2021 Q4	–	Sell	-2,160	Closed	-$221K	–	16
2021 Q3	$221K	Hold	2,160	–	–	0.2%	15
2021 Q2	$223K	Hold	2,160	–	–	0.19%	15
2021 Q1	$212K	Hold	2,160	–	–	0.19%	14
2020 Q4	$237K	Buy	+2,160	New	+$240K	0.22%	13

Other funds holding BLV

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

PFW Advisors Atlanta, Georgia $337M AUM 11.56% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

HWM

Horizons Wealth Management Asheville, North Carolina $160M AUM

RWS

Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Brighton Securities Rochester, New York $239M AUM 9.14% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Platt Investment Counsel's BLV Position: Q3 2026 in Review

Platt Investment Counsel reduced its Vanguard Long-Term Bond ETF (BLV) stake by 3.2% in Q3 2026, selling an estimated $352K and leaving 159,642 shares worth $10M. The position accounts for 6.89% of the portfolio, ranked #8.

Platt Investment Counsel first reported a position in BLV in Q4 2020 and has held it in 11 quarters since. The position peaked at $11.4M in Q2 2026. 17 funds tracked by Wall St. Rank hold BLV as of Q3 2026.

Platt Investment Counsel held 159,642 shares of Vanguard Long-Term Bond ETF worth $10M as of Q3 2026.
Platt Investment Counsel sold 5,322 Vanguard Long-Term Bond ETF shares in Q3 2026, an estimated $352K.
Vanguard Long-Term Bond ETF made up 6.89% of Platt Investment Counsel's portfolio in Q3 2026, its #8 holding.
Platt Investment Counsel first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and has held it in 11 quarters since.
Platt Investment Counsel's Vanguard Long-Term Bond ETF position peaked at $11.4M in Q2 2026.
17 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2026.

Based on Platt Investment Counsel's 13F filing for Q3 2026, filed 7 Oct 2026.