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

Westfuller 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	$267K	Buy	3,870 +169	+5%	+$11.6K	0.1%	124
2026 Q1	$255K	Hold	3,701	–	–	0.11%	118
2025 Q4	$257K	Buy	3,701 +56	+2%	+$3.96K	0.1%	129
2025 Q3	$258K	Sell	3,645 -1,360	-27%	-$94.4K	0.12%	128
2025 Q2	$348K	Buy	5,005 +38	+0.8%	+$2.59K	0.2%	84
2025 Q1	$350K	Buy	4,967 +37	+0.8%	+$2.57K	0.23%	70
2024 Q4	$337K	Buy	4,930 +110	+2%	+$7.85K	0.21%	72
2024 Q3	$362K	Buy	+4,820	New	+$354K	0.26%	63

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

Westfuller Advisors's BLV Position: Q2 2026 in Review

Westfuller Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 4.6% in Q2 2026, buying an estimated $11.6K and bringing the position to 3,870 shares worth $267K. The position accounts for 0.1% of the portfolio, ranked #124.

Westfuller Advisors first reported a position in BLV in Q3 2024 and has held it in 8 quarters since. The position peaked at $362K in Q3 2024. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Westfuller Advisors held 3,870 shares of Vanguard Long-Term Bond ETF worth $267K as of Q2 2026.
Westfuller Advisors bought 169 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $11.6K.
Vanguard Long-Term Bond ETF made up 0.1% of Westfuller Advisors's portfolio in Q2 2026, its #124 holding.
Westfuller Advisors first reported a position in Vanguard Long-Term Bond ETF in Q3 2024 and has held it in 8 quarters since.
Westfuller Advisors's Vanguard Long-Term Bond ETF position peaked at $362K in Q3 2024.
411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.