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Richards, Merrill & Peterson’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Richards, Merrill & Peterson’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 		$2.14K Hold
31
– – ﹤0.01% 283
2026
Q1 		$2.13K Hold
31
– – ﹤0.01% 281
2025
Q4 		$2.15K Buy
+31
New +$2.19K ﹤0.01% 271

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

Richards, Merrill & Peterson's BLV Position: Q2 2026 in Review

Richards, Merrill & Peterson held its Vanguard Long-Term Bond ETF (BLV) position steady in Q2 2026 at 31 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Richards, Merrill & Peterson first reported a position in BLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.15K in Q4 2025. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Richards, Merrill & Peterson held 31 shares of Vanguard Long-Term Bond ETF worth $2.14K as of Q2 2026.
  • Richards, Merrill & Peterson left its Vanguard Long-Term Bond ETF share count unchanged in Q2 2026.
  • Vanguard Long-Term Bond ETF made up ﹤0.01% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #283 holding.
  • Richards, Merrill & Peterson first reported a position in Vanguard Long-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Richards, Merrill & Peterson's Vanguard Long-Term Bond ETF position peaked at $2.15K in Q4 2025.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.