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

Websterrogers Financial 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 		$983K Sell
14,265
-7,114
-33% -$488K 0.25% 44
2026
Q1 		$1.47M Sell
21,379
-1,072
-5% -$74.8K 0.42% 37
2025
Q4 		$1.56M Sell
22,451
-759
-3% -$53.7K 0.45% 35
2025
Q3 		$1.64M Sell
23,210
-1,087
-4% -$75.4K 0.49% 34
2025
Q2 		$1.69M Sell
24,297
-38
-0.2% -$2.59K 0.54% 33
2025
Q1 		$1.71M Sell
24,335
-1,363
-5% -$94.6K 0.59% 31
2024
Q4 		$1.76M Buy
25,698
+6,756
+36% +$482K 0.61% 30
2024
Q3 		$1.42M Sell
18,942
-1,232
-6% -$90.5K 0.5% 33
2024
Q2 		$1.42M Sell
20,174
-9,534
-32% -$668K 0.51% 33
2024
Q1 		$2.15M Sell
29,708
-127,636
-81% -$9.21M 0.76% 28
2023
Q4 		$11.7M Buy
157,344
+52,686
+50% +$3.61M 4.89% 6
2023
Q3 		$7.02M Buy
104,658
+20,617
+25% +$1.47M 3.09% 13
2023
Q2 		$6.3M Buy
84,041
+5,984
+8% +$449K 2.74% 14
2023
Q1 		$5.98M Buy
78,057
+39,357
+102% +$2.98M 2.75% 13
2022
Q4 		$2.8M Buy
38,700
+19,220
+99% +$1.39M 1.36% 21
2022
Q3 		$1.4M Buy
+19,480
New +$1.54M 0.74% 20

Other funds holding BLV

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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PA
PFW Advisors Atlanta, Georgia $343M AUM 18.74% 1-Year Est. Return

Websterrogers Financial Advisors's BLV Position: Q2 2026 in Review

Websterrogers Financial Advisors reduced its Vanguard Long-Term Bond ETF (BLV) stake by 33% in Q2 2026, selling an estimated $488K and leaving 14,265 shares worth $983K. The position accounts for 0.25% of the portfolio, ranked #44.

Websterrogers Financial Advisors first reported a position in BLV in Q3 2022 and has held it in 16 quarters since. The position peaked at $11.7M in Q4 2023. 66 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • Websterrogers Financial Advisors held 14,265 shares of Vanguard Long-Term Bond ETF worth $983K as of Q2 2026.
  • Websterrogers Financial Advisors sold 7,114 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $488K.
  • Vanguard Long-Term Bond ETF made up 0.25% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #44 holding.
  • Websterrogers Financial Advisors first reported a position in Vanguard Long-Term Bond ETF in Q3 2022 and has held it in 16 quarters since.
  • Websterrogers Financial Advisors's Vanguard Long-Term Bond ETF position peaked at $11.7M in Q4 2023.
  • 66 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.