SageView Advisory Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

SageView Advisory Group’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	–	Sell	-1,415	Closed	-$98.4K	–	815
2025 Q4	$98.4K	Buy	+1,415	New	+$100K	﹤0.01%	839
2025 Q2	–	Sell	-2,939	Closed	-$207K	–	617
2025 Q1	$207K	Buy	+2,939	New	+$204K	0.01%	575
2023 Q4	–	Hold	0	–	–	–	598
2023 Q3	–	Sell	-3,842	Closed	-$288K	–	525
2023 Q2	$288K	Buy	+3,842	New	+$288K	0.02%	453

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

SageView Advisory Group's BLV Position: Q1 2026 in Review

SageView Advisory Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2026, closing a stake of 1,415 shares — an estimated $98.4K sold.

SageView Advisory Group first reported a position in BLV in Q2 2023 and held it in 3 quarters. The position peaked at $288K in Q2 2023. 412 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

SageView Advisory Group reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,415 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $98.4K.
SageView Advisory Group first reported a position in Vanguard Long-Term Bond ETF in Q2 2023 and held it in 3 quarters.
SageView Advisory Group's Vanguard Long-Term Bond ETF position peaked at $288K in Q2 2023.
412 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.