UFPG
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United Financial Planning Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

United Financial Planning 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 		$344K Buy
4,988
+674
+16% +$46.2K 0.17% 41
2026
Q1 		$297K Buy
4,314
+24
+0.6% +$1.68K 0.18% 40
2025
Q4 		$298K Buy
4,290
+55
+1% +$3.89K 0.18% 43
2025
Q3 		$300K Buy
+4,235
New +$294K 0.19% 34

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

United Financial Planning Group's BLV Position: Q2 2026 in Review

United Financial Planning Group increased its Vanguard Long-Term Bond ETF (BLV) stake by 16% in Q2 2026, buying an estimated $46.2K and bringing the position to 4,988 shares worth $344K. The position accounts for 0.17% of the portfolio, ranked #41.

United Financial Planning Group first reported a position in BLV in Q3 2025 and has held it in 4 quarters since. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • United Financial Planning Group held 4,988 shares of Vanguard Long-Term Bond ETF worth $344K as of Q2 2026.
  • United Financial Planning Group bought 674 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $46.2K.
  • Vanguard Long-Term Bond ETF made up 0.17% of United Financial Planning Group's portfolio in Q2 2026, its #41 holding.
  • United Financial Planning Group first reported a position in Vanguard Long-Term Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.