Rockefeller Capital Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Rockefeller Capital Management’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	$572K	Buy	8,293 +4,603	+125%	+$316K	﹤0.01%	2017
2026 Q1	$254K	Sell	3,690 -1,334	-27%	-$93.1K	﹤0.01%	2350
2025 Q4	$349K	Buy	5,024 +1,561	+45%	+$110K	﹤0.01%	2083
2025 Q3	$245K	Buy	+3,463	New	+$240K	﹤0.01%	2128
2023 Q3	–	Sell	-7,434	Closed	-$557K	–	1523
2023 Q2	$557K	Sell	7,434 -362	-5%	-$27.2K	﹤0.01%	1300
2023 Q1	$598K	Buy	7,796 +532	+7%	+$40.2K	﹤0.01%	1275
2022 Q4	$526K	Buy	7,264 +731	+11%	+$52.9K	﹤0.01%	1263
2022 Q3	$470K	Sell	6,533 -628	-9%	-$49.7K	﹤0.01%	1291
2022 Q2	$570K	Buy	7,161 +101	+1%	+$8.31K	﹤0.01%	1207
2022 Q1	$647K	Buy	7,060 +626	+10%	+$59.7K	﹤0.01%	1215
2021 Q4	$662K	Buy	6,434 +737	+13%	+$76.2K	﹤0.01%	1217
2021 Q3	$582K	Buy	5,697 +161	+3%	+$16.9K	﹤0.01%	1204
2021 Q2	$570K	Buy	5,536 +191	+4%	+$19.1K	﹤0.01%	1149
2021 Q1	$524K	Buy	5,345 +637	+14%	+$65.4K	﹤0.01%	1001
2020 Q4	$515K	Buy	4,708 +251	+6%	+$27.9K	﹤0.01%	903
2020 Q3	$497K	Buy	4,457 +613	+16%	+$69.8K	﹤0.01%	794
2020 Q2	$430K	Buy	3,844 +114	+3%	+$12.5K	﹤0.01%	753
2020 Q1	$398K	Sell	3,730 -718	-16%	-$75K	0.01%	655
2019 Q4	$446K	Buy	+4,448	New	+$451K	0.01%	601

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Rockefeller Capital Management's BLV Position: Q2 2026 in Review

Rockefeller Capital Management increased its Vanguard Long-Term Bond ETF (BLV) stake by 125% in Q2 2026, buying an estimated $316K and bringing the position to 8,293 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #2017.

Rockefeller Capital Management first reported a position in BLV in Q4 2019 and has held it in 19 quarters since. The position peaked at $662K in Q4 2021. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Rockefeller Capital Management held 8,293 shares of Vanguard Long-Term Bond ETF worth $572K as of Q2 2026.
Rockefeller Capital Management bought 4,603 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $316K.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2017 holding.
Rockefeller Capital Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and has held it in 19 quarters since.
Rockefeller Capital Management's Vanguard Long-Term Bond ETF position peaked at $662K in Q4 2021.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.