World Equity Group
BLV icon

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
Q3 		– Sell
-3,175
Closed -$219K – 270
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
-27,004
Closed -$2.07M – 339
2023
Q1 		$2.07M Buy
27,004
+9,193
+52% +$695K 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

Strong Tower Advisory Services
Strong Tower Advisory Services Minneapolis, Minnesota $568M AUM 13.18% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Beacon Capital Management Inc (Ohio)
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.59B AUM 11.62% 1-Year Est. Return
ETF Portfolio Partners
ETF Portfolio Partners Leawood, Kansas $399M AUM 9.55% 1-Year Est. Return
Platt Investment Counsel
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
WinCap Financial
WinCap Financial Boston, Massachusetts $185M AUM 29.33% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

World Equity Group's BLV Position: Q3 2026 in Review

World Equity Group sold out of Vanguard Long-Term Bond ETF (BLV) in Q3 2026, closing a stake of 3,175 shares — an estimated $219K sold.

World Equity Group first reported a position in BLV in Q1 2022 and held it in 14 quarters. The position peaked at $2.07M in Q1 2023. 98 funds tracked by Wall St. Rank hold BLV as of Q3 2026.

  • World Equity Group reported no remaining Vanguard Long-Term Bond ETF position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 3,175 Vanguard Long-Term Bond ETF shares in Q3 2026, an estimated $219K.
  • World Equity Group first reported a position in Vanguard Long-Term Bond ETF in Q1 2022 and held it in 14 quarters.
  • World Equity Group's Vanguard Long-Term Bond ETF position peaked at $2.07M in Q1 2023.
  • 98 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.