Stifel Financial
BLV icon

Stifel Financial’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Stifel Financial’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 		$15.1M Buy
219,498
+18,100
+9% +$1.26M 0.01% 749
2025
Q4 		$14M Buy
201,398
+11,455
+6% +$811K 0.01% 797
2025
Q3 		$13.5M Buy
189,943
+11,112
+6% +$771K 0.01% 804
2025
Q2 		$12.4M Sell
178,831
-39,816
-18% -$2.72M 0.01% 788
2025
Q1 		$15.4M Buy
218,647
+6,836
+3% +$474K 0.02% 667
2024
Q4 		$14.5M Buy
211,811
+13,293
+7% +$949K 0.02% 699
2024
Q3 		$14.9M Sell
198,518
-737
-0.4% -$54.2K 0.02% 703
2024
Q2 		$14M Buy
199,255
+27,728
+16% +$1.94M 0.02% 682
2024
Q1 		$12.4M Buy
171,527
+12,883
+8% +$930K 0.01% 726
2023
Q4 		$11.8M Buy
158,644
+13,815
+10% +$947K 0.01% 711
2023
Q3 		$9.71M Buy
144,829
+13,981
+11% +$996K 0.01% 735
2023
Q2 		$9.8M Buy
130,848
+2,837
+2% +$213K 0.01% 723
2023
Q1 		$9.81M Buy
128,011
+8,959
+8% +$677K 0.01% 696
2022
Q4 		$8.62M Buy
119,052
+8,278
+7% +$599K 0.01% 722
2022
Q3 		$7.97M Sell
110,774
-11,083
-9% -$876K 0.01% 723
2022
Q2 		$9.71M Buy
121,857
+2,033
+2% +$167K 0.02% 662
2022
Q1 		$11M Buy
119,824
+17,745
+17% +$1.69M 0.02% 680
2021
Q4 		$10.5M Buy
102,079
+7,242
+8% +$749K 0.01% 721
2021
Q3 		$9.71M Buy
94,837
+4,921
+5% +$516K 0.01% 728
2021
Q2 		$9.26M Buy
89,916
+7,584
+9% +$758K 0.01% 740
2021
Q1 		$8.08M Buy
82,332
+19,222
+30% +$1.97M 0.01% 748
2020
Q4 		$6.92M Buy
63,110
+23,106
+58% +$2.57M 0.01% 726
2020
Q3 		$4.47M Buy
40,004
+4,580
+13% +$522K 0.01% 826
2020
Q2 		$3.96M Buy
35,424
+5,104
+17% +$558K 0.01% 823
2020
Q1 		$3.23M Buy
30,320
+14,623
+93% +$1.53M 0.01% 831
2019
Q4 		$1.58M Sell
15,697
-8,485
-35% -$859K ﹤0.01% 1496
2019
Q3 		$2.49M Buy
24,182
+3,712
+18% +$373K 0.01% 1180
2019
Q2 		$1.99M Buy
20,470
+7,836
+62% +$727K 0.01% 1346
2019
Q1 		$1.17M Buy
12,634
+5,484
+77% +$486K ﹤0.01% 1554
2018
Q4 		$630K Sell
7,150
-2,038
-22% -$174K ﹤0.01% 1816
2018
Q3 		$802K Buy
9,188
+3,501
+62% +$310K ﹤0.01% 1820
2018
Q2 		$508K Sell
5,687
-182
-3% -$16.1K ﹤0.01% 2021
2018
Q1 		$536K Sell
5,869
-245
-4% -$22.3K ﹤0.01% 1935
2017
Q4 		$581K Buy
6,114
+251
+4% +$23.6K ﹤0.01% 1828
2017
Q3 		$553K Buy
5,863
+1,348
+30% +$126K ﹤0.01% 1821
2017
Q2 		$423K Sell
4,515
-1,386
-23% -$127K ﹤0.01% 1957
2017
Q1 		$533K Sell
5,901
-27
-0.5% -$2.42K ﹤0.01% 1782
2016
Q4 		$528K Buy
5,928
+443
+8% +$40.7K ﹤0.01% 1741
2016
Q3 		$541K Sell
5,485
-9,942
-64% -$984K ﹤0.01% 1689
2016
Q2 		$1.51M Buy
15,427
+12,113
+366% +$1.14M 0.01% 1133
2016
Q1 		$308K Buy
3,314
+911
+38% +$81.9K ﹤0.01% 1807
2015
Q4 		$208K Sell
2,403
-2,455
-51% -$217K ﹤0.01% 2101
2015
Q3 		$434K Sell
4,858
-225
-4% -$20K ﹤0.01% 1639
2015
Q2 		$446K Buy
5,083
+304
+6% +$27.8K ﹤0.01% 1747
2015
Q1 		$460K Buy
+4,779
New +$460K ﹤0.01% 1665

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stifel Financial's BLV Position: Q1 2026 in Review

Stifel Financial increased its Vanguard Long-Term Bond ETF (BLV) stake by 9% in Q1 2026, buying an estimated $1.26M and bringing the position to 219,498 shares worth $15.1M. The position accounts for 0.01% of the portfolio, ranked #749.

Stifel Financial first reported a position in BLV in Q1 2015 and has held it in 45 quarters since. The position peaked at $15.4M in Q1 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Stifel Financial held 219,498 shares of Vanguard Long-Term Bond ETF worth $15.1M as of Q1 2026.
  • Stifel Financial bought 18,100 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $1.26M.
  • Vanguard Long-Term Bond ETF made up 0.01% of Stifel Financial's portfolio in Q1 2026, its #749 holding.
  • Stifel Financial first reported a position in Vanguard Long-Term Bond ETF in Q1 2015 and has held it in 45 quarters since.
  • Stifel Financial's Vanguard Long-Term Bond ETF position peaked at $15.4M in Q1 2025.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.