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Prosperity Capital Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Prosperity Capital Advisors’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 		$7.86M Buy
114,027
+15,925
+16% +$1.09M 0.39% 47
2026
Q1 		$6.75M Buy
98,102
+13,983
+17% +$976K 0.38% 48
2025
Q4 		$5.85M Buy
84,119
+5,650
+7% +$400K 0.35% 57
2025
Q3 		$5.56M Buy
78,469
+7,252
+10% +$503K 0.32% 66
2025
Q2 		$4.95M Buy
71,217
+3,536
+5% +$241K 0.32% 68
2025
Q1 		$4.78M Buy
67,681
+457
+0.7% +$31.7K 0.38% 51
2024
Q4 		$4.6M Buy
67,224
+3,919
+6% +$280K 0.37% 51
2024
Q3 		$4.76M Buy
63,305
+17,149
+37% +$1.26M 0.4% 48
2024
Q2 		$3.24M Buy
46,156
+10,289
+29% +$720K 0.36% 51
2024
Q1 		$2.59M Sell
35,867
-22,306
-38% -$1.61M 0.31% 60
2023
Q4 		$4.34M Buy
58,173
+10,413
+22% +$714K 0.47% 34
2023
Q3 		$3.2M Buy
47,760
+8,547
+22% +$609K 0.42% 41
2023
Q2 		$2.94M Buy
39,213
+1,974
+5% +$148K 0.41% 40
2023
Q1 		$2.85M Buy
37,239
+17,655
+90% +$1.33M 0.44% 47
2022
Q4 		$1.42M Buy
+19,584
New +$1.42M 0.44% 49

Other funds holding BLV

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Prosperity Capital Advisors's BLV Position: Q2 2026 in Review

Prosperity Capital Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 16% in Q2 2026, buying an estimated $1.09M and bringing the position to 114,027 shares worth $7.86M. The position accounts for 0.39% of the portfolio, ranked #47.

Prosperity Capital Advisors first reported a position in BLV in Q4 2022 and has held it in 15 quarters since. 76 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Prosperity Capital Advisors held 114,027 shares of Vanguard Long-Term Bond ETF worth $7.86M as of Q2 2026.
  • Prosperity Capital Advisors bought 15,925 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $1.09M.
  • Vanguard Long-Term Bond ETF made up 0.39% of Prosperity Capital Advisors's portfolio in Q2 2026, its #47 holding.
  • Prosperity Capital Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 76 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.