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 Q2	$618K	Sell	8,960 -134	-1%	-$9.19K	0.03%	254
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 $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

Roundview Capital's BLV Position: Q2 2026 in Review

Roundview Capital reduced its Vanguard Long-Term Bond ETF (BLV) stake by 1.5% in Q2 2026, selling an estimated $9.19K and leaving 8,960 shares worth $618K. The position accounts for 0.03% of the portfolio, ranked #254.

Roundview Capital first reported a position in BLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q3 2024. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Roundview Capital held 8,960 shares of Vanguard Long-Term Bond ETF worth $618K as of Q2 2026.
Roundview Capital sold 134 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $9.19K.
Vanguard Long-Term Bond ETF made up 0.03% of Roundview Capital's portfolio in Q2 2026, its #254 holding.
Roundview Capital first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and has held it in 11 quarters since.
Roundview Capital's Vanguard Long-Term Bond ETF position peaked at $1.09M in Q3 2024.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.