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Violich Capital Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Violich Capital 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
2020
Q1 		– Sell
-49,150
Closed -$4.93M – 102
2019
Q4 		$4.93M Buy
49,150
+3,980
+9% +$403K 1.08% 26
2019
Q3 		$4.64M Buy
45,170
+900
+2% +$90.4K 1.12% 26
2019
Q2 		$4.3M Buy
44,270
+1,600
+4% +$149K 1.06% 26
2019
Q1 		$3.93M Buy
42,670
+4,300
+11% +$381K 1% 27
2018
Q4 		$3.36M Sell
38,370
-8,240
-18% -$703K 0.95% 29
2018
Q3 		$4.08M Buy
46,610
+17,440
+60% +$1.54M 0.93% 30
2018
Q2 		$2.59M Buy
29,170
+150
+0.5% +$13.3K 0.65% 37
2018
Q1 		$2.64M Hold
29,020
– – 0.71% 38
2017
Q4 		$2.76M Buy
29,020
+810
+3% +$76.2K 0.7% 38
2017
Q3 		$2.65M Sell
28,210
-570
-2% -$53.4K 0.72% 38
2017
Q2 		$2.68M Sell
28,780
-1,185
-4% -$109K 0.78% 37
2017
Q1 		$2.7M Sell
29,965
-2,330
-7% -$209K 0.82% 37
2016
Q4 		$2.9M Sell
32,295
-9,520
-23% -$875K 0.89% 36
2016
Q3 		$4.12M Buy
41,815
+2,843
+7% +$281K 1.44% 26
2016
Q2 		$3.82M Buy
38,972
+2,640
+7% +$249K 1.21% 27
2016
Q1 		$3.38M Buy
36,332
+490
+1% +$44K 1.09% 28
2015
Q4 		$3.11M Buy
35,842
+5,225
+17% +$463K 1.03% 30
2015
Q3 		$2.73M Buy
30,617
+6,450
+27% +$573K 0.96% 30
2015
Q2 		$2.12M Sell
24,167
-850
-3% -$77.8K 0.69% 37
2015
Q1 		$2.41M Buy
25,017
+650
+3% +$62.6K 0.78% 35
2014
Q4 		$2.3M Buy
24,367
+21,075
+640% +$1.94M 0.73% 34
2014
Q3 		$297K Buy
+3,292
New +$297K 0.1% 83
2013
Q4 		– Sell
-6,330
Closed -$526K – 103
2013
Q3 		$526K Hold
6,330
– – 0.21% 68
2013
Q2 		$539K Buy
+6,330
New +$575K 0.22% 64

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Violich Capital Management's BLV Position: Q1 2020 in Review

Violich Capital Management sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2020, closing a stake of 49,150 shares — an estimated $4.93M sold.

Violich Capital Management first reported a position in BLV in Q2 2013 and held it in 24 quarters. The position peaked at $4.93M in Q4 2019. 214 funds tracked by Wall St. Rank hold BLV as of Q1 2020.

  • Violich Capital Management reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Violich Capital Management sold 49,150 Vanguard Long-Term Bond ETF shares in Q1 2020, an estimated $4.93M.
  • Violich Capital Management first reported a position in Vanguard Long-Term Bond ETF in Q2 2013 and held it in 24 quarters.
  • Violich Capital Management's Vanguard Long-Term Bond ETF position peaked at $4.93M in Q4 2019.
  • 214 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2020.

Based on Violich Capital Management's 13F filing for Q1 2020, filed 30 Apr 2020.