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Westwood Holdings Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

Westwood Holdings Group’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 		– Sell
-3,367
Closed -$234K – 469
2025
Q4 		$234K Sell
3,367
-245
-7% -$17.3K ﹤0.01% 470
2025
Q3 		$256K Buy
+3,612
New +$251K ﹤0.01% 468
2024
Q3 		– Sell
-5,744
Closed -$404K – 473
2024
Q2 		$404K Sell
5,744
-510
-8% -$35.7K ﹤0.01% 401
2024
Q1 		$452K Buy
+6,254
New +$451K ﹤0.01% 405
2023
Q4 		– Sell
-3,749
Closed -$251K – 460
2023
Q3 		$251K Sell
3,749
-1,714
-31% -$122K ﹤0.01% 425
2023
Q2 		$409K Sell
5,463
-765
-12% -$57.4K ﹤0.01% 418
2023
Q1 		$477K Buy
6,228
+2,207
+55% +$167K ﹤0.01% 400
2022
Q4 		$291K Sell
4,021
-8,182
-67% -$592K ﹤0.01% 464
2022
Q3 		$878K Sell
12,203
-269,539
-96% -$21.3M 0.01% 328
2022
Q2 		$22.5M Buy
281,742
+14,799
+6% +$1.22M 0.24% 129
2022
Q1 		$24.5M Sell
266,943
-5,233
-2% -$499K 0.23% 133
2021
Q4 		$28M Sell
272,176
-2,585
-0.9% -$267K 0.25% 134
2021
Q3 		$28.1M Buy
274,761
+286
+0.1% +$30K 0.31% 111
2021
Q2 		$28.3M Buy
274,475
+7,532
+3% +$753K 0.29% 112
2021
Q1 		$26.2M Sell
266,943
-772
-0.3% -$79.2K 0.26% 128
2020
Q4 		$29.4M Sell
267,715
-16
-0% -$1.78K 0.34% 106
2020
Q3 		$29.9M Buy
267,731
+49
+0% +$5.58K 0.38% 77
2020
Q2 		$29.9M Sell
267,682
-26
-0% -$2.84K 0.4% 69
2020
Q1 		$28.6M Buy
267,708
+765
+0.3% +$79.9K 0.43% 61
2019
Q4 		$26.8M Buy
266,943
+8,645
+3% +$876K 0.29% 114
2019
Q3 		$26.5M Hold
258,298
– – 0.29% 106
2019
Q2 		$25.1M Buy
258,298
+2,660
+1% +$247K 0.27% 116
2019
Q1 		$23.6M Buy
255,638
+157,175
+160% +$13.9M 0.24% 134
2018
Q4 		$8.62M Hold
98,463
– – 0.1% 194
2018
Q3 		$8.61M Buy
98,463
+17,900
+22% +$1.58M 0.08% 201
2018
Q2 		$7.14M Buy
80,563
+6,910
+9% +$612K 0.06% 212
2018
Q1 		$6.7M Hold
73,653
– – 0.05% 217
2017
Q4 		$7M Hold
73,653
– – 0.05% 221
2017
Q3 		$6.91M Buy
73,653
+11,200
+18% +$1.05M 0.05% 219
2017
Q2 		$5.82M Buy
+62,453
New +$5.74M 0.05% 232

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Westwood Holdings Group's BLV Position: Q1 2026 in Review

Westwood Holdings Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q1 2026, closing a stake of 3,367 shares — an estimated $234K sold.

Westwood Holdings Group first reported a position in BLV in Q2 2017 and held it in 30 quarters. The position peaked at $29.9M in Q3 2020. 407 funds tracked by Wall St. Rank hold BLV as of Q1 2026.

  • Westwood Holdings Group reported no remaining Vanguard Long-Term Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Westwood Holdings Group sold 3,367 Vanguard Long-Term Bond ETF shares in Q1 2026, an estimated $234K.
  • Westwood Holdings Group first reported a position in Vanguard Long-Term Bond ETF in Q2 2017 and held it in 30 quarters.
  • Westwood Holdings Group's Vanguard Long-Term Bond ETF position peaked at $29.9M in Q3 2020.
  • 407 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.