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

Roundview Capital’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	$625K	Hold	9,094	–	–	0.04%	245
2025 Q4	$632K	Hold	9,094	–	–	0.04%	232
2025 Q3	$644K	Hold	9,094	–	–	0.04%	244
2025 Q2	$632K	Sell	9,094 -3,828	-30%	-$261K	0.04%	248
2025 Q1	$910K	Sell	12,922 -1,264	-9%	-$87.7K	0.07%	207
2024 Q4	$971K	Sell	14,186 -370	-3%	-$26.4K	0.07%	215
2024 Q3	$1.09M	Buy	14,556 +300	+2%	+$22K	0.08%	210
2024 Q2	$1M	Sell	14,256 -172	-1%	-$12K	0.08%	201
2024 Q1	$1.04M	Hold	14,428	–	–	0.09%	205
2023 Q4	$1.08M	Buy	+14,428	New	+$989K	0.1%	185

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 $14.1B AUM 25.71% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Roundview Capital's BLV Position: Q1 2026 in Review

Roundview Capital held its Vanguard Long-Term Bond ETF (BLV) position steady in Q1 2026 at 9,094 shares worth $625K. The position accounts for 0.04% of the portfolio, ranked #245.

Roundview Capital first reported a position in BLV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.09M in Q3 2024. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Roundview Capital held 9,094 shares of Vanguard Long-Term Bond ETF worth $625K as of Q1 2026.
Roundview Capital left its Vanguard Long-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Long-Term Bond ETF made up 0.04% of Roundview Capital's portfolio in Q1 2026, its #245 holding.
Roundview Capital first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and has held it in 10 quarters since.
Roundview Capital's Vanguard Long-Term Bond ETF position peaked at $1.09M in Q3 2024.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Roundview Capital's 13F filing for Q1 2026, filed 8 May 2026.