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 Q2	$219K	Buy	3,179 +145	+5%	+$9.95K	0.02%	497
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 $424B AUM 22.96% 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

United Advisor Group's BLV Position: Q2 2026 in Review

United Advisor Group increased its Vanguard Long-Term Bond ETF (BLV) stake by 4.8% in Q2 2026, buying an estimated $9.95K and bringing the position to 3,179 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #497.

United Advisor Group first reported a position in BLV in Q3 2024 and has held it in 5 quarters since. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

United Advisor Group held 3,179 shares of Vanguard Long-Term Bond ETF worth $219K as of Q2 2026.
United Advisor Group bought 145 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $9.95K.
Vanguard Long-Term Bond ETF made up 0.02% of United Advisor Group's portfolio in Q2 2026, its #497 holding.
United Advisor Group first reported a position in Vanguard Long-Term Bond ETF in Q3 2024 and has held it in 5 quarters since.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.