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 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

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

Platt Investment Counsel's BLV Position: Q2 2026 in Review

Platt Investment Counsel increased its Vanguard Long-Term Bond ETF (BLV) stake by 1.8% in Q2 2026, buying an estimated $198K and bringing the position to 164,964 shares worth $11.4M. The position accounts for 7.62% of the portfolio, ranked #6.

Platt Investment Counsel first reported a position in BLV in Q4 2020 and has held it in 10 quarters since. 407 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Platt Investment Counsel held 164,964 shares of Vanguard Long-Term Bond ETF worth $11.4M as of Q2 2026.
Platt Investment Counsel bought 2,880 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $198K.
Vanguard Long-Term Bond ETF made up 7.62% of Platt Investment Counsel's portfolio in Q2 2026, its #6 holding.
Platt Investment Counsel first reported a position in Vanguard Long-Term Bond ETF in Q4 2020 and has held it in 10 quarters since.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Platt Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.