Western Wealth Management’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Western Wealth Management’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	$577K	Buy	+8,367	New	+$574K	0.02%	633
2022 Q2	–	Sell	-3,322	Closed	-$305K	–	797
2022 Q1	$305K	Buy	3,322 +1,252	+60%	+$119K	0.01%	666
2021 Q4	$216K	Buy	+2,070	New	+$214K	0.02%	563

Other funds holding BLV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Western Wealth Management's BLV Position: Q2 2026 in Review

Western Wealth Management opened a new position in Vanguard Long-Term Bond ETF (BLV) in Q2 2026: 8,367 shares worth $577K. The stake represents 0.02% of the portfolio and ranks #633 among its holdings. This is a return to the name: Western Wealth Management previously reported a position in BLV as recently as Q1 2022.

Western Wealth Management first reported a position in BLV in Q4 2021 and has held it in 3 quarters since. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Western Wealth Management held 8,367 shares of Vanguard Long-Term Bond ETF worth $577K as of Q2 2026.
Vanguard Long-Term Bond ETF was a new Western Wealth Management position in Q2 2026.
Vanguard Long-Term Bond ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #633 holding.
Western Wealth Management first reported a position in Vanguard Long-Term Bond ETF in Q4 2021 and has held it in 3 quarters since.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.