Visionary Wealth Advisors
BLCV icon

Visionary Wealth Advisors’s BlackRock Large Cap Value ETF BLCV Stock Holding History

Visionary Wealth Advisors’s Portfolio BLCV Stock Details BLCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.48M Buy
35,855
+1,977
+6% +$84K 0.06% 247
2026
Q2 		$1.4M Buy
33,878
+22,199
+190% +$871K 0.06% 248
2026
Q1 		$422K Buy
11,679
+4,682
+67% +$177K 0.02% 442
2025
Q4 		$261K Buy
+6,997
New +$255K 0.01% 530

Other funds holding BLCV

EL
EQ LLC Bellevue, Washington $440M AUM 18.04% 1-Year Est. Return
Principal Securities
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $322M AUM 10.44% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $236M AUM 11.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
McDonald Partners
McDonald Partners Cleveland, Ohio $423M AUM 27.93% 1-Year Est. Return
COFG Advisors
COFG Advisors Oak Brook, Illinois $595M AUM 20.6% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Summit Financial
Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

Visionary Wealth Advisors's BLCV Position: Q3 2026 in Review

Visionary Wealth Advisors increased its BlackRock Large Cap Value ETF (BLCV) stake by 5.8% in Q3 2026, buying an estimated $84K and bringing the position to 35,855 shares worth $1.48M. The position accounts for 0.06% of the portfolio, ranked #247.

Visionary Wealth Advisors first reported a position in BLCV in Q4 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold BLCV as of Q3 2026.

  • Visionary Wealth Advisors held 35,855 shares of BlackRock Large Cap Value ETF worth $1.48M as of Q3 2026.
  • Visionary Wealth Advisors bought 1,977 BlackRock Large Cap Value ETF shares in Q3 2026, an estimated $84K.
  • BlackRock Large Cap Value ETF made up 0.06% of Visionary Wealth Advisors's portfolio in Q3 2026, its #247 holding.
  • Visionary Wealth Advisors first reported a position in BlackRock Large Cap Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held BlackRock Large Cap Value ETF as of Q3 2026.

Based on Visionary Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.