WEG
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World Equity Group’s Vanguard Long-Term Bond ETF BLV Stock Holding History

World Equity 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
Q2 		$219K Sell
3,175
-875
-22% -$60K 0.05% 356
2026
Q1 		$261K Buy
4,050
+323
+9% +$22.5K 0.07% 316
2025
Q4 		$259K Buy
3,727
+226
+6% +$16K 0.07% 289
2025
Q3 		$248K Sell
3,501
-8
-0.2% -$555 0.06% 307
2025
Q2 		$244K Sell
3,509
-485
-12% -$33.1K 0.07% 278
2025
Q1 		$281K Sell
3,994
-3,402
-46% -$236K 0.08% 235
2024
Q4 		$506K Buy
+7,396
New +$528K 0.11% 190
2024
Q1 		– Sell
-2,930
Closed -$219K – 316
2023
Q4 		$219K Sell
2,930
-156
-5% -$10.7K 0.04% 302
2023
Q3 		$210K Buy
+3,086
New +$220K 0.04% 317
2023
Q2 		– Sell
-569,091
Closed -$2.07M – 339
2023
Q1 		$2.07M Buy
569,091
+551,280
+3,095% +$41.7M 0.31% 77
2022
Q4 		$1.29M Sell
17,811
-87
-0.5% -$6.3K 0.31% 91
2022
Q3 		$1.29M Sell
17,898
-327
-2% -$25.9K 0.33% 81
2022
Q2 		$1.45M Buy
18,225
+372
+2% +$30.6K 0.37% 74
2022
Q1 		$1.64M Buy
+17,853
New +$1.7M 0.35% 77

Other funds holding BLV

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
EPP
ETF Portfolio Partners Leawood, Kansas $420M AUM 16.54% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
WF
WinCap Financial Boston, Massachusetts $185M AUM 38.6% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $149M AUM 19.81% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return

World Equity Group's BLV Position: Q2 2026 in Review

World Equity Group reduced its Vanguard Long-Term Bond ETF (BLV) stake by 22% in Q2 2026, selling an estimated $60K and leaving 3,175 shares worth $219K. The position accounts for 0.05% of the portfolio, ranked #356.

World Equity Group first reported a position in BLV in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.07M in Q1 2023. 86 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • World Equity Group held 3,175 shares of Vanguard Long-Term Bond ETF worth $219K as of Q2 2026.
  • World Equity Group sold 875 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $60K.
  • Vanguard Long-Term Bond ETF made up 0.05% of World Equity Group's portfolio in Q2 2026, its #356 holding.
  • World Equity Group first reported a position in Vanguard Long-Term Bond ETF in Q1 2022 and has held it in 14 quarters since.
  • World Equity Group's Vanguard Long-Term Bond ETF position peaked at $2.07M in Q1 2023.
  • 86 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.