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 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 $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 $21.9B AUM 68.6% 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

Sutton Place Investors's BLV Position: Q1 2026 in Review

Sutton Place Investors increased its Vanguard Long-Term Bond ETF (BLV) stake by 0.83% in Q1 2026, buying an estimated $10.5K and bringing the position to 18,151 shares worth $1.25M. The position accounts for 0.68% of the portfolio, ranked #40.

Sutton Place Investors first reported a position in BLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.25M in Q4 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Sutton Place Investors held 18,151 shares of Vanguard Long-Term Bond ETF worth $1.25M as of Q1 2026.
Sutton Place Investors bought 150 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $10.5K.
Vanguard Long-Term Bond ETF made up 0.68% of Sutton Place Investors's portfolio in Q1 2026, its #40 holding.
Sutton Place Investors first reported a position in Vanguard Long-Term Bond ETF in Q4 2022 and has held it in 14 quarters since.
Sutton Place Investors's Vanguard Long-Term Bond ETF position peaked at $1.25M in Q4 2025.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Sutton Place Investors's 13F filing for Q1 2026, filed 22 Apr 2026.