PTC
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Private Trust Company’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Private Trust Company’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 		$84K Buy
1,219
+184
+18% +$12.6K 0.01% 1142
2026
Q1 		$71.2K Buy
1,035
+1
+0.1% +$70 0.01% 1155
2025
Q4 		$71.9K Sell
1,034
-553
-35% -$39.1K 0.01% 1143
2025
Q3 		$112K Buy
1,587
+1
+0.1% +$69 0.01% 977
2025
Q2 		$110K Buy
1,586
+556
+54% +$37.9K 0.01% 919
2025
Q1 		$72.5K Sell
1,030
-91
-8% -$6.32K 0.01% 1051
2024
Q4 		$76.7K Sell
1,121
-100
-8% -$7.14K 0.01% 1013
2024
Q3 		$91.8K Hold
1,221
– – 0.01% 956
2024
Q2 		$85.8K Hold
1,221
– – 0.01% 934
2024
Q1 		$88.3K Buy
1,221
+224
+22% +$16.2K 0.01% 910
2023
Q4 		$74.4K Sell
997
-200
-17% -$13.7K 0.01% 935
2023
Q3 		$80.3K Sell
1,197
-357
-23% -$25.4K 0.01% 872
2023
Q2 		$116K Sell
1,554
-2,814
-64% -$211K 0.01% 752
2023
Q1 		$335K Hold
4,368
– – 0.05% 404
2022
Q4 		$316K Sell
4,368
-228
-5% -$16.5K 0.05% 400
2022
Q3 		$331K Buy
4,596
+358
+8% +$28.3K 0.05% 364
2022
Q2 		$338K Buy
+4,238
New +$349K 0.05% 365
2014
Q4 		– Sell
-91
Closed -$8K – 401
2014
Q3 		$8K Hold
91
– – ﹤0.01% 1166
2014
Q2 		$8K Hold
91
– – ﹤0.01% 1154
2014
Q1 		$8K Hold
91
– – ﹤0.01% 1043
2013
Q4 		$7K Hold
91
– – ﹤0.01% 1064
2013
Q3 		$8K Buy
+91
New +$7.55K ﹤0.01% 985

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Private Trust Company's BLV Position: Q2 2026 in Review

Private Trust Company increased its Vanguard Long-Term Bond ETF (BLV) stake by 18% in Q2 2026, buying an estimated $12.6K and bringing the position to 1,219 shares worth $84K. The position accounts for 0.01% of the portfolio, ranked #1142.

Private Trust Company first reported a position in BLV in Q3 2013 and has held it in 22 quarters since. The position peaked at $338K in Q2 2022. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Private Trust Company held 1,219 shares of Vanguard Long-Term Bond ETF worth $84K as of Q2 2026.
  • Private Trust Company bought 184 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $12.6K.
  • Vanguard Long-Term Bond ETF made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #1142 holding.
  • Private Trust Company first reported a position in Vanguard Long-Term Bond ETF in Q3 2013 and has held it in 22 quarters since.
  • Private Trust Company's Vanguard Long-Term Bond ETF position peaked at $338K in Q2 2022.
  • 408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.