Vermillion & White Wealth Management Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Vermillion & White Wealth Management 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 Q1	–	Sell	-200	Closed	-$13.9K	–	121
2025 Q4	$13.9K	Hold	200	–	–	0.01%	288
2025 Q3	$14.2K	Hold	200	–	–	0.01%	292
2025 Q2	$13.9K	Hold	200	–	–	0.01%	268
2025 Q1	$14.1K	Hold	200	–	–	0.01%	248
2024 Q4	$13.7K	Hold	200	–	–	0.01%	218
2024 Q3	$15K	Sell	200 -96	-32%	-$7.05K	0.01%	203
2024 Q2	$20.8K	Buy	296 +96	+48%	+$6.72K	0.02%	182
2024 Q1	$14.5K	Buy	+200	New	+$14.4K	0.01%	194

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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 New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vermillion & White Wealth Management Group's BLV Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2026, closing a stake of 200 shares — an estimated $13.9K sold.

Vermillion & White Wealth Management Group first reported a position in BLV in Q1 2024 and held it in 8 quarters. The position peaked at $20.8K in Q2 2024. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Vermillion & White Wealth Management Group reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 200 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $13.9K.
Vermillion & White Wealth Management Group first reported a position in Vanguard Long-Term Bond ETF in Q1 2024 and held it in 8 quarters.
Vermillion & White Wealth Management Group's Vanguard Long-Term Bond ETF position peaked at $20.8K in Q2 2024.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.