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Summit Wealth Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Summit Wealth 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
Q2 		$9.89M Buy
143,517
+6,084
+4% +$417K 2.02% 15
2026
Q1 		$9.45M Buy
137,433
+9,591
+8% +$670K 2.17% 14
2025
Q4 		$8.89M Buy
127,842
+3,741
+3% +$265K 2.08% 15
2025
Q3 		$8.79M Buy
124,101
+5,943
+5% +$412K 2.13% 16
2025
Q2 		$8.22M Buy
118,158
+104,823
+786% +$7.15M 2.11% 15
2025
Q1 		$939K Buy
13,335
+9,114
+216% +$633K 0.27% 46
2024
Q4 		$289K Sell
4,221
-843
-17% -$60.2K 0.08% 76
2024
Q3 		$381K Sell
5,064
-194
-4% -$14.3K 0.11% 62
2024
Q2 		$370K Buy
+5,258
New +$368K 0.11% 61
2023
Q3 		– Sell
-7,198
Closed -$539K – 41
2023
Q2 		$539K Buy
7,198
+7,054
+4,899% +$530K 0.22% 45
2023
Q1 		$11K Buy
+144
New +$10.9K 0.26% 37
2021
Q4 		– Sell
-5,853
Closed -$599K – 31
2021
Q3 		$599K Buy
+5,853
New +$614K 0.95% 18
2021
Q1 		– Sell
-30,824
Closed -$3.38M – 184
2020
Q4 		$3.38M Sell
30,824
-3,409
-10% -$380K 2.12% 15
2020
Q3 		$3.83M Sell
34,233
-200
-0.6% -$22.8K 3.33% 11
2020
Q2 		$3.84M Sell
34,433
-101
-0.3% -$11K 3.52% 11
2020
Q1 		$3.69M Buy
34,534
+2,619
+8% +$274K 3.73% 9
2019
Q4 		$3.2M Buy
+31,915
New +$3.23M 3.02% 11

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Wealth Group's BLV Position: Q2 2026 in Review

Summit Wealth Group increased its Vanguard Long-Term Bond ETF (BLV) stake by 4.4% in Q2 2026, buying an estimated $417K and bringing the position to 143,517 shares worth $9.89M. The position accounts for 2.02% of the portfolio, ranked #15.

Summit Wealth Group first reported a position in BLV in Q4 2019 and has held it in 17 quarters since. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Summit Wealth Group held 143,517 shares of Vanguard Long-Term Bond ETF worth $9.89M as of Q2 2026.
  • Summit Wealth Group bought 6,084 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $417K.
  • Vanguard Long-Term Bond ETF made up 2.02% of Summit Wealth Group's portfolio in Q2 2026, its #15 holding.
  • Summit Wealth Group first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and has held it in 17 quarters since.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.