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 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 $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

Savvy Advisors Inc's BLV Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Vanguard Long-Term Bond ETF (BLV) stake by 55% in Q1 2026, selling an estimated $1.17M and leaving 13,946 shares worth $959K. The position accounts for 0.03% of the portfolio, ranked #445.

Savvy Advisors Inc first reported a position in BLV in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.14M in Q4 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Savvy Advisors Inc held 13,946 shares of Vanguard Long-Term Bond ETF worth $959K as of Q1 2026.
Savvy Advisors Inc sold 16,775 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $1.17M.
Vanguard Long-Term Bond ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q1 2026, its #445 holding.
Savvy Advisors Inc first reported a position in Vanguard Long-Term Bond ETF in Q2 2024 and has held it in 8 quarters since.
Savvy Advisors Inc's Vanguard Long-Term Bond ETF position peaked at $2.14M in Q4 2025.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.