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

Waverly 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
Q1 		$4.23M Buy
61,522
+635
+1% +$44.3K 0.03% 448
2025
Q4 		$4.23M Buy
+60,887
New +$4.31M 0.03% 408

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 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 $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Waverly Advisors's BLV Position: Q1 2026 in Review

Waverly Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 1% in Q1 2026, buying an estimated $44.3K and bringing the position to 61,522 shares worth $4.23M. The position accounts for 0.03% of the portfolio, ranked #448.

Waverly Advisors first reported a position in BLV in Q4 2025 and has held it in 2 quarters since. The position peaked at $4.23M in Q4 2025. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Waverly Advisors held 61,522 shares of Vanguard Long-Term Bond ETF worth $4.23M as of Q1 2026.
  • Waverly Advisors bought 635 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $44.3K.
  • Vanguard Long-Term Bond ETF made up 0.03% of Waverly Advisors's portfolio in Q1 2026, its #448 holding.
  • Waverly Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's Vanguard Long-Term Bond ETF position peaked at $4.23M in Q4 2025.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.