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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
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 Sell
7,198
-809,703
-99% -$60.8M 0.22% 45
2023
Q1 		$11K Buy
+816,901
New +$61.8M 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 $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 $21.9B AUM 68.6% 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

Summit Wealth Group's BLV Position: Q1 2026 in Review

Summit Wealth Group increased its Vanguard Long-Term Bond ETF (BLV) stake by 7.5% in Q1 2026, buying an estimated $670K and bringing the position to 137,433 shares worth $9.45M. The position accounts for 2.17% of the portfolio, ranked #14.

Summit Wealth Group first reported a position in BLV in Q4 2019 and has held it in 16 quarters since. 408 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Summit Wealth Group held 137,433 shares of Vanguard Long-Term Bond ETF worth $9.45M as of Q1 2026.
  • Summit Wealth Group bought 9,591 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $670K.
  • Vanguard Long-Term Bond ETF made up 2.17% of Summit Wealth Group's portfolio in Q1 2026, its #14 holding.
  • Summit Wealth Group first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and has held it in 16 quarters since.
  • 408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.