WA
BLV icon

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

Waterford 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 		$16.3M Buy
209,762
+17,233
+9% +$1.18M 4.46% 8
2026
Q1 		$15.1M Buy
+192,529
New +$13.4M 4.78% 8
2025
Q4 		– Sell
-148,409
Closed -$10.5M – 50
2025
Q3 		$10.5M Buy
148,409
+103,546
+231% +$7.19M 3.64% 9
2025
Q2 		$9.67M Sell
44,863
-86,848
-66% -$5.92M 3.57% 9
2025
Q1 		$9.28M Buy
+131,711
New +$9.14M 3.85% 8

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Waterford Advisors's BLV Position: Q2 2026 in Review

Waterford Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 9% in Q2 2026, buying an estimated $1.18M and bringing the position to 209,762 shares worth $16.3M. The position accounts for 4.46% of the portfolio, ranked #8.

Waterford Advisors first reported a position in BLV in Q1 2025 and has held it in 5 quarters since. 407 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Waterford Advisors held 209,762 shares of Vanguard Long-Term Bond ETF worth $16.3M as of Q2 2026.
  • Waterford Advisors bought 17,233 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $1.18M.
  • Vanguard Long-Term Bond ETF made up 4.46% of Waterford Advisors's portfolio in Q2 2026, its #8 holding.
  • Waterford Advisors first reported a position in Vanguard Long-Term Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.