VA
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Valmark Advisers’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Valmark Advisers’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 		$2.51M Sell
36,430
-24,139
-40% -$1.66M 0.03% 233
2026
Q1 		$4.17M Sell
60,569
-2,747
-4% -$192K 0.05% 159
2025
Q4 		$4.4M Buy
63,316
+12,752
+25% +$902K 0.05% 143
2025
Q3 		$3.58M Buy
50,564
+6,418
+15% +$445K 0.05% 153
2025
Q2 		$3.07M Buy
44,146
+1,618
+4% +$110K 0.04% 164
2025
Q1 		$2.99M Buy
42,528
+1,675
+4% +$116K 0.05% 152
2024
Q4 		$2.8M Buy
40,853
+4,148
+11% +$296K 0.04% 158
2024
Q3 		$2.76M Buy
36,705
+17,188
+88% +$1.26M 0.04% 153
2024
Q2 		$1.37M Buy
19,517
+3,301
+20% +$231K 0.02% 233
2024
Q1 		$1.17M Buy
16,216
+2,485
+18% +$179K 0.02% 243
2023
Q4 		$1.02M Buy
13,731
+2,243
+20% +$154K 0.02% 251
2023
Q3 		$770K Buy
11,488
+2,059
+22% +$147K 0.02% 259
2023
Q2 		$706K Buy
9,429
+1,880
+25% +$141K 0.01% 276
2023
Q1 		$579K Buy
7,549
+2,468
+49% +$187K 0.01% 299
2022
Q4 		$368K Buy
5,081
+2,197
+76% +$159K 0.01% 343
2022
Q3 		$208K Buy
+2,884
New +$228K ﹤0.01% 396

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

Valmark Advisers's BLV Position: Q2 2026 in Review

Valmark Advisers reduced its Vanguard Long-Term Bond ETF (BLV) stake by 40% in Q2 2026, selling an estimated $1.66M and leaving 36,430 shares worth $2.51M. The position accounts for 0.03% of the portfolio, ranked #233.

Valmark Advisers first reported a position in BLV in Q3 2022 and has held it in 16 quarters since. The position peaked at $4.4M in Q4 2025. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Valmark Advisers held 36,430 shares of Vanguard Long-Term Bond ETF worth $2.51M as of Q2 2026.
  • Valmark Advisers sold 24,139 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $1.66M.
  • Vanguard Long-Term Bond ETF made up 0.03% of Valmark Advisers's portfolio in Q2 2026, its #233 holding.
  • Valmark Advisers first reported a position in Vanguard Long-Term Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Valmark Advisers's Vanguard Long-Term Bond ETF position peaked at $4.4M in Q4 2025.
  • 408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.