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

Womack Financial’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	$2.33M	Sell	33,778 -2,207	-6%	-$151K	1.54%	22
2026 Q1	$2.48M	Sell	35,985 -1,431	-4%	-$99.9K	1.82%	17
2025 Q4	$2.6M	Sell	37,416 -12,690	-25%	-$898K	1.92%	16
2025 Q3	$3.55M	Sell	50,106 -5,368	-10%	-$373K	2.69%	12
2025 Q2	$3.86M	Sell	55,474 -287	-0.5%	-$19.6K	3.21%	12
2025 Q1	$3.93M	Buy	55,761 +3,326	+6%	+$231K	3.6%	8
2024 Q4	$3.59M	Buy	+52,435	New	+$3.74M	3.18%	8

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

Womack Financial's BLV Position: Q2 2026 in Review

Womack Financial reduced its Vanguard Long-Term Bond ETF (BLV) stake by 6.1% in Q2 2026, selling an estimated $151K and leaving 33,778 shares worth $2.33M. The position accounts for 1.54% of the portfolio, ranked #22.

Womack Financial first reported a position in BLV in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.93M in Q1 2025. 408 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

Womack Financial held 33,778 shares of Vanguard Long-Term Bond ETF worth $2.33M as of Q2 2026.
Womack Financial sold 2,207 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $151K.
Vanguard Long-Term Bond ETF made up 1.54% of Womack Financial's portfolio in Q2 2026, its #22 holding.
Womack Financial first reported a position in Vanguard Long-Term Bond ETF in Q4 2024 and has held it in 7 quarters since.
Womack Financial's Vanguard Long-Term Bond ETF position peaked at $3.93M in Q1 2025.
408 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on Womack Financial's 13F filing for Q2 2026, filed 14 Aug 2026.