Wealth Enhancement Advisory Services
BLV icon

Wealth Enhancement Advisory Services’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Wealth Enhancement Advisory Services’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 		$590K Sell
8,742
-1,615
-16% -$111K ﹤0.01% 2533
2026
Q1 		$713K Sell
10,357
-4,611
-31% -$322K ﹤0.01% 2049
2025
Q4 		$1.04M Sell
14,968
-139
-0.9% -$9.84K ﹤0.01% 1936
2025
Q3 		$1.07M Buy
15,107
+499
+3% +$34.6K ﹤0.01% 1817
2025
Q2 		$1.01M Buy
14,608
+2,082
+17% +$142K ﹤0.01% 1751
2025
Q1 		$882K Sell
12,526
-4,254
-25% -$295K ﹤0.01% 1667
2024
Q4 		$1.15M Buy
16,780
+11,871
+242% +$847K ﹤0.01% 1459
2024
Q3 		$369K Sell
4,909
-7
-0.1% -$514 ﹤0.01% 2040
2024
Q2 		$346K Buy
4,916
+47
+1% +$3.29K ﹤0.01% 1884
2024
Q1 		$352K Buy
+4,869
New +$351K ﹤0.01% 1816

Other funds holding BLV

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return

Wealth Enhancement Advisory Services's BLV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Vanguard Long-Term Bond ETF (BLV) stake by 16% in Q2 2026, selling an estimated $111K and leaving 8,742 shares worth $590K. The position accounts for ﹤0.01% of the portfolio, ranked #2533.

Wealth Enhancement Advisory Services first reported a position in BLV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.15M in Q4 2024. 97 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Wealth Enhancement Advisory Services held 8,742 shares of Vanguard Long-Term Bond ETF worth $590K as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 1,615 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $111K.
  • Vanguard Long-Term Bond ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2533 holding.
  • Wealth Enhancement Advisory Services first reported a position in Vanguard Long-Term Bond ETF in Q1 2024 and has held it in 10 quarters since.
  • Wealth Enhancement Advisory Services's Vanguard Long-Term Bond ETF position peaked at $1.15M in Q4 2024.
  • 97 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.