TFF
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The Family Firm’s Vanguard Long-Term Bond ETF BLV Stock Holding History

The Family Firm’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
2025
Q2 		– Sell
-4,516
Closed -$318K – 102
2025
Q1 		$318K Buy
4,516
+34
+0.8% +$2.36K 0.07% 159
2024
Q4 		$307K Buy
4,482
+1,598
+55% +$114K 0.07% 162
2024
Q3 		$217K Buy
2,884
+31
+1% +$2.28K 0.05% 196
2024
Q2 		$201K Buy
+2,853
New +$200K 0.04% 195

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

The Family Firm's BLV Position: Q2 2025 in Review

The Family Firm sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2025, closing a stake of 4,516 shares — an estimated $318K sold.

The Family Firm first reported a position in BLV in Q2 2024 and held it in 4 quarters. The position peaked at $318K in Q1 2025. 362 funds tracked by Wall St. Rank hold BLV as of Q2 2025.

  • The Family Firm reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2025 after selling out during the quarter.
  • The Family Firm sold 4,516 Vanguard Long-Term Bond ETF shares in Q2 2025, an estimated $318K.
  • The Family Firm first reported a position in Vanguard Long-Term Bond ETF in Q2 2024 and held it in 4 quarters.
  • The Family Firm's Vanguard Long-Term Bond ETF position peaked at $318K in Q1 2025.
  • 362 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.