VIA
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Vantage Investment Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Vantage Investment Advisors’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
2018
Q3 		$32K Hold
366
– – 0.01% 352
2018
Q2 		$32K Hold
366
– – 0.01% 335
2018
Q1 		$33K Buy
+366
New +$33.4K 0.01% 342
2017
Q3 		– Sell
-55
Closed -$5K – 800
2017
Q2 		$5K Buy
+55
New +$5.06K ﹤0.01% 636

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Vantage Investment Advisors's BLV Position: Q3 2018 in Review

Vantage Investment Advisors held its Vanguard Long-Term Bond ETF (BLV) position steady in Q3 2018 at 366 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #352.

Vantage Investment Advisors first reported a position in BLV in Q2 2017 and has held it in 4 quarters since. The position peaked at $33K in Q1 2018. 148 funds tracked by Wall St. Rank hold BLV as of Q3 2018.

  • Vantage Investment Advisors held 366 shares of Vanguard Long-Term Bond ETF worth $32K as of Q3 2018.
  • Vantage Investment Advisors left its Vanguard Long-Term Bond ETF share count unchanged in Q3 2018.
  • Vanguard Long-Term Bond ETF made up 0.01% of Vantage Investment Advisors's portfolio in Q3 2018, its #352 holding.
  • Vantage Investment Advisors first reported a position in Vanguard Long-Term Bond ETF in Q2 2017 and has held it in 4 quarters since.
  • Vantage Investment Advisors's Vanguard Long-Term Bond ETF position peaked at $33K in Q1 2018.
  • 148 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2018.

Based on Vantage Investment Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.