United Advisor Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

United Advisor 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	$209K	Buy	3,034 +21	+0.7%	+$1.47K	0.03%	482
2025 Q4	$209K	Buy	3,013 +186	+7%	+$13.2K	0.03%	461
2025 Q3	$200K	Buy	+2,827	New	+$196K	0.03%	444
2024 Q4	–	Sell	-2,765	Closed	-$208K	–	369
2024 Q3	$208K	Buy	+2,765	New	+$203K	0.05%	329

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

United Advisor Group's BLV Position: Q1 2026 in Review

United Advisor Group increased its Vanguard Long-Term Bond ETF (BLV) stake by 0.7% in Q1 2026, buying an estimated $1.47K and bringing the position to 3,034 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #482.

United Advisor Group first reported a position in BLV in Q3 2024 and has held it in 4 quarters since. The position peaked at $209K in Q4 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

United Advisor Group held 3,034 shares of Vanguard Long-Term Bond ETF worth $209K as of Q1 2026.
United Advisor Group bought 21 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $1.47K.
Vanguard Long-Term Bond ETF made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #482 holding.
United Advisor Group first reported a position in Vanguard Long-Term Bond ETF in Q3 2024 and has held it in 4 quarters since.
United Advisor Group's Vanguard Long-Term Bond ETF position peaked at $209K in Q4 2025.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.