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Veridan Wealth’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Veridan Wealth’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
Q1 		$4.65M Buy
66,030
+194
+0.3% +$13.5K 2.1% 14
2024
Q4 		$4.53M Buy
+65,836
New +$4.7M 2.12% 12

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Veridan Wealth's BLV Position: Q1 2025 in Review

Veridan Wealth increased its Vanguard Long-Term Bond ETF (BLV) stake by 0.29% in Q1 2025, buying an estimated $13.5K and bringing the position to 66,030 shares worth $4.65M. The position accounts for 2.1% of the portfolio, ranked #14.

Veridan Wealth first reported a position in BLV in Q4 2024 and has held it in 2 quarters since. 370 funds tracked by Wall St. Rank hold BLV as of Q1 2025.

  • Veridan Wealth held 66,030 shares of Vanguard Long-Term Bond ETF worth $4.65M as of Q1 2025.
  • Veridan Wealth bought 194 Vanguard Long-Term Bond ETF shares in Q1 2025, an estimated $13.5K.
  • Vanguard Long-Term Bond ETF made up 2.1% of Veridan Wealth's portfolio in Q1 2025, its #14 holding.
  • Veridan Wealth first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 2 quarters since.
  • 370 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2025.

Based on Veridan Wealth's 13F filing for Q1 2025, filed 22 Apr 2025.