VestGen Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

VestGen 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
2026 Q2	$2.48M	Sell	36,034 -1,048	-3%	-$71.9K	0.07%	264
2026 Q1	$2.52M	Sell	37,082 -30,533	-45%	-$2.13M	0.07%	259
2025 Q4	$4.7M	Buy	67,615 +45,011	+199%	+$3.19M	0.2%	113
2025 Q3	$1.6M	Buy	22,604 +1,008	+5%	+$70K	0.05%	289
2025 Q2	$1.5M	Sell	21,596 -2,216	-9%	-$151K	0.06%	267
2025 Q1	$1.68M	Buy	+23,812	New	+$1.65M	0.08%	229

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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 $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VestGen Advisors's BLV Position: Q2 2026 in Review

VestGen Advisors reduced its Vanguard Long-Term Bond ETF (BLV) stake by 2.8% in Q2 2026, selling an estimated $71.9K and leaving 36,034 shares worth $2.48M. The position accounts for 0.07% of the portfolio, ranked #264.

VestGen Advisors first reported a position in BLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.7M in Q4 2025. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

VestGen Advisors held 36,034 shares of Vanguard Long-Term Bond ETF worth $2.48M as of Q2 2026.
VestGen Advisors sold 1,048 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $71.9K.
Vanguard Long-Term Bond ETF made up 0.07% of VestGen Advisors's portfolio in Q2 2026, its #264 holding.
VestGen Advisors first reported a position in Vanguard Long-Term Bond ETF in Q1 2025 and has held it in 6 quarters since.
VestGen Advisors's Vanguard Long-Term Bond ETF position peaked at $4.7M in Q4 2025.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.