Savvy Advisors Inc’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Savvy Advisors Inc’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	$1.5M	Buy	21,701 +7,755	+56%	+$532K	0.03%	407
2026 Q1	$959K	Sell	13,946 -16,775	-55%	-$1.17M	0.03%	445
2025 Q4	$2.14M	Buy	30,721 +2,278	+8%	+$161K	0.07%	214
2025 Q3	$2.02M	Buy	28,443 +944	+3%	+$65.5K	0.09%	155
2025 Q2	$1.91M	Sell	27,499 -467	-2%	-$31.8K	0.13%	123
2025 Q1	$1.97M	Sell	27,966 -1,109	-4%	-$77K	0.2%	85
2024 Q4	$1.99M	Buy	29,075 +1,414	+5%	+$101K	0.24%	71
2024 Q3	$2.08M	Buy	27,661 +5,428	+24%	+$399K	0.42%	46
2024 Q2	$1.56M	Buy	+22,233	New	+$1.56M	0.51%	43

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

Savvy Advisors Inc's BLV Position: Q2 2026 in Review

Savvy Advisors Inc increased its Vanguard Long-Term Bond ETF (BLV) stake by 56% in Q2 2026, buying an estimated $532K and bringing the position to 21,701 shares worth $1.5M. The position accounts for 0.03% of the portfolio, ranked #407.

Savvy Advisors Inc first reported a position in BLV in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.14M in Q4 2025. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Savvy Advisors Inc held 21,701 shares of Vanguard Long-Term Bond ETF worth $1.5M as of Q2 2026.
Savvy Advisors Inc bought 7,755 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $532K.
Vanguard Long-Term Bond ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #407 holding.
Savvy Advisors Inc first reported a position in Vanguard Long-Term Bond ETF in Q2 2024 and has held it in 9 quarters since.
Savvy Advisors Inc's Vanguard Long-Term Bond ETF position peaked at $2.14M in Q4 2025.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.