RCS Financial Planning’s Vanguard Long-Term Bond ETF BLV Stock Holding History

RCS Financial Planning’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	$277K	Buy	4,017 +37	+0.9%	+$2.54K	0.13%	94
2026 Q1	$274K	Sell	3,980 -51	-1%	-$3.56K	0.14%	89
2025 Q4	$280K	Buy	4,031 +869	+27%	+$61.5K	0.12%	83
2025 Q3	$224K	Sell	3,162 -28	-0.9%	-$1.94K	0.1%	87
2025 Q2	$222K	Buy	3,190 +87	+3%	+$5.93K	0.11%	80
2025 Q1	$219K	Buy	+3,103	New	+$215K	0.12%	76
2024 Q3	–	Sell	-5,727	Closed	-$403K	–	69
2024 Q2	$403K	Sell	5,727 -17,647	-75%	-$1.24M	0.24%	57
2024 Q1	$1.69M	Buy	+23,374	New	+$1.69M	1.04%	23

Other funds holding BLV

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

RCS Financial Planning's BLV Position: Q2 2026 in Review

RCS Financial Planning increased its Vanguard Long-Term Bond ETF (BLV) stake by 0.93% in Q2 2026, buying an estimated $2.54K and bringing the position to 4,017 shares worth $277K. The position accounts for 0.13% of the portfolio, ranked #94.

RCS Financial Planning first reported a position in BLV in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.69M in Q1 2024. 101 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

RCS Financial Planning held 4,017 shares of Vanguard Long-Term Bond ETF worth $277K as of Q2 2026.
RCS Financial Planning bought 37 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $2.54K.
Vanguard Long-Term Bond ETF made up 0.13% of RCS Financial Planning's portfolio in Q2 2026, its #94 holding.
RCS Financial Planning first reported a position in Vanguard Long-Term Bond ETF in Q1 2024 and has held it in 8 quarters since.
RCS Financial Planning's Vanguard Long-Term Bond ETF position peaked at $1.69M in Q1 2024.
101 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.