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

Vertrix Wealth Management’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 		– Sell
-162,216
Closed -$11.2M – 104
2026
Q1 		$11.2M Buy
+162,216
New +$11.3M 4.11% 5

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LNC
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KIM
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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

Vertrix Wealth Management's BLV Position: Q2 2026 in Review

Vertrix Wealth Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q2 2026, closing a stake of 162,216 shares — an estimated $11.2M sold.

Vertrix Wealth Management first reported a position in BLV in Q1 2026 and held it in 1 quarter. The position peaked at $11.2M in Q1 2026. 407 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Vertrix Wealth Management reported no remaining Vanguard Long-Term Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Vertrix Wealth Management sold 162,216 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $11.2M.
  • Vertrix Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q1 2026 and held it in 1 quarter.
  • Vertrix Wealth Management's Vanguard Long-Term Bond ETF position peaked at $11.2M in Q1 2026.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.