Visionary Horizons’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Visionary Horizons’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 Q3	$446K	Buy	7,109 +570	+9%	+$37.7K	0.18%	89
2026 Q2	$451K	Buy	6,539 +972	+17%	+$66.7K	0.19%	90
2026 Q1	$383K	Sell	5,567 -1,575	-22%	-$110K	0.19%	93
2025 Q4	$497K	Sell	7,142 -885	-11%	-$62.6K	0.26%	75
2025 Q3	$569K	Sell	8,027 -4,084	-34%	-$283K	0.32%	64
2025 Q2	$842K	Sell	12,111 -12,137	-50%	-$828K	0.53%	32
2025 Q1	$1.71M	Sell	24,248 -42,672	-64%	-$2.96M	1.2%	15
2024 Q4	$4.58M	Buy	66,920 +2,010	+3%	+$143K	3.01%	9
2024 Q3	$4.88M	Buy	64,910 +154	+0.2%	+$11.3K	3.26%	9
2024 Q2	$4.55M	Sell	64,756 -13,433	-17%	-$940K	3.33%	7
2024 Q1	$5.43M	Buy	78,189 +5,574	+8%	+$402K	4.22%	7
2023 Q4	$5.42M	Buy	+72,615	New	+$4.98M	4.39%	7

Other funds holding BLV

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return

Idaho Trust Bank Boise, Idaho $332M AUM 9.28% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Greenup Street Wealth Management Ann Arbor, Michigan $813M AUM 17.13% 1-Year Est. Return

Visionary Horizons's BLV Position: Q3 2026 in Review

Visionary Horizons increased its Vanguard Long-Term Bond ETF (BLV) stake by 8.7% in Q3 2026, buying an estimated $37.7K and bringing the position to 7,109 shares worth $446K. The position accounts for 0.18% of the portfolio, ranked #89.

Visionary Horizons first reported a position in BLV in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.43M in Q1 2024. 186 funds tracked by Wall St. Rank hold BLV as of Q3 2026.

Visionary Horizons held 7,109 shares of Vanguard Long-Term Bond ETF worth $446K as of Q3 2026.
Visionary Horizons bought 570 Vanguard Long-Term Bond ETF shares in Q3 2026, an estimated $37.7K.
Vanguard Long-Term Bond ETF made up 0.18% of Visionary Horizons's portfolio in Q3 2026, its #89 holding.
Visionary Horizons first reported a position in Vanguard Long-Term Bond ETF in Q4 2023 and has held it in 12 quarters since.
Visionary Horizons's Vanguard Long-Term Bond ETF position peaked at $5.43M in Q1 2024.
186 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.