Richmond Brothers’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Richmond Brothers’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	$2.24M	Sell	32,523 -30,346	-48%	-$2.08M	1.17%	31
2026 Q1	$4.32M	Sell	62,869 -15,619	-20%	-$1.09M	2.88%	14
2025 Q4	$5.46M	Sell	78,488 -28,556	-27%	-$2.02M	3.47%	13
2025 Q3	$7.58M	Buy	107,044 +61,944	+137%	+$4.3M	4.79%	6
2025 Q2	$3.14M	Buy	+45,100	New	+$3.08M	2.05%	18
2024 Q4	–	Sell	-42,472	Closed	-$3.19M	–	33
2024 Q3	$3.19M	Buy	+42,472	New	+$3.12M	1.97%	20

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Richmond Brothers's BLV Position: Q2 2026 in Review

Richmond Brothers reduced its Vanguard Long-Term Bond ETF (BLV) stake by 48% in Q2 2026, selling an estimated $2.08M and leaving 32,523 shares worth $2.24M. The position accounts for 1.17% of the portfolio, ranked #31.

Richmond Brothers first reported a position in BLV in Q3 2024 and has held it in 6 quarters since. The position peaked at $7.58M in Q3 2025. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Richmond Brothers held 32,523 shares of Vanguard Long-Term Bond ETF worth $2.24M as of Q2 2026.
Richmond Brothers sold 30,346 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $2.08M.
Vanguard Long-Term Bond ETF made up 1.17% of Richmond Brothers's portfolio in Q2 2026, its #31 holding.
Richmond Brothers first reported a position in Vanguard Long-Term Bond ETF in Q3 2024 and has held it in 6 quarters since.
Richmond Brothers's Vanguard Long-Term Bond ETF position peaked at $7.58M in Q3 2025.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Richmond Brothers's 13F filing for Q2 2026, filed 11 Aug 2026.