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Richard W. Paul & Associates’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Richard W. Paul & Associates’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 		$91.3K Sell
1,325
-164
-11% -$11.2K 0.03% 166
2026
Q1 		$102K Buy
1,489
+229
+18% +$16K 0.03% 167
2025
Q4 		$87.6K Sell
1,260
-34
-3% -$2.41K 0.03% 169
2025
Q3 		$91.7K Buy
1,294
+5
+0.4% +$347 0.03% 174
2025
Q2 		$89.6K Sell
1,289
-21
-2% -$1.43K 0.03% 185
2025
Q1 		$92.3K Sell
1,310
-54
-4% -$3.75K 0.04% 186
2024
Q4 		$93.3K Buy
1,364
+164
+14% +$11.7K 0.03% 194
2024
Q3 		$90.2K Sell
1,200
-13
-1% -$955 0.03% 193
2024
Q2 		$85.3K Buy
1,213
+111
+10% +$7.77K 0.03% 191
2024
Q1 		$79.7K Sell
1,102
-107
-9% -$7.72K 0.03% 196
2023
Q4 		$90.2K Sell
1,209
-27
-2% -$1.85K 0.04% 193
2023
Q3 		$82.9K Buy
1,236
+122
+11% +$8.69K 0.04% 186
2023
Q2 		$83.5K Buy
1,114
+16
+1% +$1.2K 0.04% 198
2023
Q1 		$84.2K Sell
1,098
-33
-3% -$2.5K 0.04% 199
2022
Q4 		$81.9K Buy
+1,131
New +$81.9K 0.04% 200

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

Richard W. Paul & Associates's BLV Position: Q2 2026 in Review

Richard W. Paul & Associates reduced its Vanguard Long-Term Bond ETF (BLV) stake by 11% in Q2 2026, selling an estimated $11.2K and leaving 1,325 shares worth $91.3K. The position accounts for 0.03% of the portfolio, ranked #166.

Richard W. Paul & Associates first reported a position in BLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $102K in Q1 2026. 409 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Richard W. Paul & Associates held 1,325 shares of Vanguard Long-Term Bond ETF worth $91.3K as of Q2 2026.
  • Richard W. Paul & Associates sold 164 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $11.2K.
  • Vanguard Long-Term Bond ETF made up 0.03% of Richard W. Paul & Associates's portfolio in Q2 2026, its #166 holding.
  • Richard W. Paul & Associates first reported a position in Vanguard Long-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Richard W. Paul & Associates's Vanguard Long-Term Bond ETF position peaked at $102K in Q1 2026.
  • 409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Richard W. Paul & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.