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

Scotia 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	$657K	Sell	9,555 -299	-3%	-$20.9K	﹤0.01%	624
2025 Q4	$685K	Sell	9,854 -733	-7%	-$51.9K	﹤0.01%	615
2025 Q3	$750K	Sell	10,587 -109	-1%	-$7.56K	﹤0.01%	606
2025 Q2	$744K	Sell	10,696 -439	-4%	-$29.9K	﹤0.01%	571
2025 Q1	$784K	Sell	11,135 -63	-0.6%	-$4.37K	﹤0.01%	553
2024 Q4	$766K	Sell	11,198 -785	-7%	-$56K	﹤0.01%	562
2024 Q3	$901K	Sell	11,983 -6	-0.1%	-$441	﹤0.01%	526
2024 Q2	$843K	Sell	11,989 -338	-3%	-$23.7K	﹤0.01%	520
2024 Q1	$892K	Buy	12,327 +160	+1%	+$11.5K	0.01%	516
2023 Q4	$907K	Sell	12,167 -807	-6%	-$55.3K	0.01%	469
2023 Q3	$870K	Sell	12,974 -983	-7%	-$70.1K	0.01%	471
2023 Q2	$1.05M	Buy	13,957 +765	+6%	+$57.4K	0.01%	434
2023 Q1	$1.01M	Buy	13,192 +209	+2%	+$15.8K	0.01%	440
2022 Q4	$940K	Buy	+12,983	New	+$940K	0.01%	461

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

Scotia Capital's BLV Position: Q1 2026 in Review

Scotia Capital reduced its Vanguard Long-Term Bond ETF (BLV) stake by 3% in Q1 2026, selling an estimated $20.9K and leaving 9,555 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

Scotia Capital first reported a position in BLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.05M in Q2 2023. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Scotia Capital held 9,555 shares of Vanguard Long-Term Bond ETF worth $657K as of Q1 2026.
Scotia Capital sold 299 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $20.9K.
Vanguard Long-Term Bond ETF made up ﹤0.01% of Scotia Capital's portfolio in Q1 2026, its #624 holding.
Scotia Capital first reported a position in Vanguard Long-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
Scotia Capital's Vanguard Long-Term Bond ETF position peaked at $1.05M in Q2 2023.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

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