Rockefeller Capital Management
BLV icon

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
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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 $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rockefeller Capital Management's BLV Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Vanguard Long-Term Bond ETF (BLV) stake by 27% in Q1 2026, selling an estimated $93.1K and leaving 3,690 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #2350.

Rockefeller Capital Management first reported a position in BLV in Q4 2019 and has held it in 18 quarters since. The position peaked at $662K in Q4 2021. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Rockefeller Capital Management held 3,690 shares of Vanguard Long-Term Bond ETF worth $254K as of Q1 2026.
  • Rockefeller Capital Management sold 1,334 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $93.1K.
  • Vanguard Long-Term Bond ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2350 holding.
  • Rockefeller Capital Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and has held it in 18 quarters since.
  • Rockefeller Capital Management's Vanguard Long-Term Bond ETF position peaked at $662K in Q4 2021.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.