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Vantage Financial Partners (Wisconsin)’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q4 		$296K Buy
4,259
+65
+2% +$4.6K 0.06% 165
2025
Q3 		$297K Sell
4,194
-2,991
-42% -$208K 0.06% 163
2025
Q2 		$500K Buy
7,185
+84
+1% +$5.73K 0.12% 114
2025
Q1 		$500K Buy
+7,101
New +$493K 0.12% 104
2024
Q1 		– Sell
-4,178
Closed -$312K – 146
2023
Q4 		$312K Buy
+4,178
New +$286K 0.09% 100

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Envestnet Portfolio Solutions
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KIM
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ETC
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Bank of New York Mellon
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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

Vantage Financial Partners (Wisconsin)'s BLV Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) increased its Vanguard Long-Term Bond ETF (BLV) stake by 1.5% in Q4 2025, buying an estimated $4.6K and bringing the position to 4,259 shares worth $296K. The position accounts for 0.06% of the portfolio, ranked #165.

Vantage Financial Partners (Wisconsin) first reported a position in BLV in Q4 2023 and has held it in 5 quarters since. The position peaked at $500K in Q1 2025. 409 funds tracked by Wall St. Rank hold BLV as of Q4 2025.

  • Vantage Financial Partners (Wisconsin) held 4,259 shares of Vanguard Long-Term Bond ETF worth $296K as of Q4 2025.
  • Vantage Financial Partners (Wisconsin) bought 65 Vanguard Long-Term Bond ETF shares in Q4 2025, an estimated $4.6K.
  • Vanguard Long-Term Bond ETF made up 0.06% of Vantage Financial Partners (Wisconsin)'s portfolio in Q4 2025, its #165 holding.
  • Vantage Financial Partners (Wisconsin) first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and has held it in 5 quarters since.
  • Vantage Financial Partners (Wisconsin)'s Vanguard Long-Term Bond ETF position peaked at $500K in Q1 2025.
  • 409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.