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 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 $374B AUM 17.66% 1-Year Est. Return

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 $14.1B AUM 25.71% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Westfuller Advisors's BLV Position: Q1 2026 in Review

Westfuller Advisors held its Vanguard Long-Term Bond ETF (BLV) position steady in Q1 2026 at 3,701 shares worth $255K. The position accounts for 0.11% of the portfolio, ranked #118.

Westfuller Advisors first reported a position in BLV in Q3 2024 and has held it in 7 quarters since. The position peaked at $362K in Q3 2024. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

Westfuller Advisors held 3,701 shares of Vanguard Long-Term Bond ETF worth $255K as of Q1 2026.
Westfuller Advisors left its Vanguard Long-Term Bond ETF share count unchanged in Q1 2026.
Vanguard Long-Term Bond ETF made up 0.11% of Westfuller Advisors's portfolio in Q1 2026, its #118 holding.
Westfuller Advisors first reported a position in Vanguard Long-Term Bond ETF in Q3 2024 and has held it in 7 quarters since.
Westfuller Advisors's Vanguard Long-Term Bond ETF position peaked at $362K in Q3 2024.
407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.