Vestmark Advisory Solutions’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Vestmark Advisory Solutions’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	$887K	Buy	12,870 +3,203	+33%	+$220K	0.01%	996
2026 Q1	$665K	Buy	+9,667	New	+$675K	0.01%	979
2019 Q3	–	Sell	-2,094	Closed	-$203K	–	548
2019 Q2	$203K	Buy	+2,094	New	+$194K	0.03%	530

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

Vestmark Advisory Solutions's BLV Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Vanguard Long-Term Bond ETF (BLV) stake by 33% in Q2 2026, buying an estimated $220K and bringing the position to 12,870 shares worth $887K. The position accounts for 0.01% of the portfolio, ranked #996.

Vestmark Advisory Solutions first reported a position in BLV in Q2 2019 and has held it in 3 quarters since. 409 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Vestmark Advisory Solutions held 12,870 shares of Vanguard Long-Term Bond ETF worth $887K as of Q2 2026.
Vestmark Advisory Solutions bought 3,203 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $220K.
Vanguard Long-Term Bond ETF made up 0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #996 holding.
Vestmark Advisory Solutions first reported a position in Vanguard Long-Term Bond ETF in Q2 2019 and has held it in 3 quarters since.
409 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.