Sutton Place Investors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Sutton Place Investors’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	$1.19M	Sell	17,278 -873	-5%	-$59.9K	0.58%	46
2026 Q1	$1.25M	Buy	18,151 +150	+0.8%	+$10.5K	0.68%	40
2025 Q4	$1.25M	Buy	18,001 +423	+2%	+$29.9K	0.69%	40
2025 Q3	$1.25M	Buy	17,578 +193	+1%	+$13.4K	0.71%	39
2025 Q2	$1.21M	Buy	17,385 +138	+0.8%	+$9.41K	0.73%	35
2025 Q1	$1.21M	Buy	17,247 +29	+0.2%	+$2.01K	0.82%	33
2024 Q4	$1.18M	Buy	17,218 +3,303	+24%	+$236K	0.68%	39
2024 Q3	$1.05M	Sell	13,915 -342	-2%	-$25.1K	0.64%	46
2024 Q2	$1M	Buy	14,257 +290	+2%	+$20.3K	0.67%	41
2024 Q1	$1.01M	Buy	13,967 +10,553	+309%	+$761K	0.5%	60
2023 Q4	$255K	Sell	3,414 -443	-11%	-$30.4K	0.18%	107
2023 Q3	$259K	Sell	3,857 -3,426	-47%	-$244K	0.34%	60
2023 Q2	$546K	Sell	7,283 -121	-2%	-$9.08K	0.76%	40
2023 Q1	$567K	Buy	7,404 +2,184	+42%	+$165K	0.77%	36
2022 Q4	$378K	Buy	+5,220	New	+$378K	0.54%	39

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sutton Place Investors's BLV Position: Q2 2026 in Review

Sutton Place Investors reduced its Vanguard Long-Term Bond ETF (BLV) stake by 4.8% in Q2 2026, selling an estimated $59.9K and leaving 17,278 shares worth $1.19M. The position accounts for 0.58% of the portfolio, ranked #46.

Sutton Place Investors first reported a position in BLV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.25M in Q4 2025. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Sutton Place Investors held 17,278 shares of Vanguard Long-Term Bond ETF worth $1.19M as of Q2 2026.
Sutton Place Investors sold 873 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $59.9K.
Vanguard Long-Term Bond ETF made up 0.58% of Sutton Place Investors's portfolio in Q2 2026, its #46 holding.
Sutton Place Investors first reported a position in Vanguard Long-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
Sutton Place Investors's Vanguard Long-Term Bond ETF position peaked at $1.25M in Q4 2025.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.