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World Investment Advisors’s Vanguard Long-Term Bond ETF BLV Stock Holding History

World Investment 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
Q2 		$8.78M Buy
127,606
+5,008
+4% +$343K 0.15% 160
2026
Q1 		$8.43M Buy
122,598
+15,829
+15% +$1.11M 0.14% 176
2025
Q4 		$7.42M Buy
106,769
+37,126
+53% +$2.63M 0.12% 193
2025
Q3 		$4.93M Sell
69,643
-4,484
-6% -$311K 0.1% 227
2025
Q2 		$5.15M Sell
74,127
-7,716
-9% -$526K 0.12% 201
2025
Q1 		$5.76M Buy
81,843
+77,350
+1,722% +$5.37M 0.15% 162
2024
Q4 		$307K Buy
4,493
+44
+1% +$3.14K 0.01% 814
2024
Q3 		$334K Buy
4,449
+748
+20% +$55K 0.01% 705
2024
Q2 		$260K Buy
+3,701
New +$259K 0.02% 532
2024
Q1 		– Sell
-3,838
Closed -$286K – 402
2023
Q4 		$286K Buy
+3,838
New +$263K 0.04% 317
2023
Q3 		– Sell
-3,184
Closed -$239K – 268
2023
Q2 		$239K Sell
3,184
-34
-1% -$2.55K 0.05% 226
2023
Q1 		$247K Sell
3,218
-258
-7% -$19.5K 0.05% 201
2022
Q4 		$252K Sell
3,476
-231
-6% -$16.7K 0.06% 196
2022
Q3 		$267K Buy
3,707
+208
+6% +$16.4K 0.06% 194
2022
Q2 		$293K Sell
3,499
-680
-16% -$56K 0.06% 200
2022
Q1 		$383K Sell
4,179
-87
-2% -$8.3K 0.08% 171
2021
Q4 		$403K Buy
4,266
+619
+17% +$64K 0.08% 172
2021
Q3 		$373K Buy
3,647
+582
+19% +$61.1K 0.08% 165
2021
Q2 		$316K Buy
+3,065
New +$306K 0.07% 179
2021
Q1 		– Sell
-3,495
Closed -$364K – 230
2020
Q4 		$364K Sell
3,495
-57
-2% -$6.34K 0.09% 145
2020
Q3 		$397K Sell
3,552
-19
-0.5% -$2.16K 0.14% 99
2020
Q2 		$409K Buy
3,571
+1,084
+44% +$118K 0.14% 95
2020
Q1 		$265K Sell
2,487
-42
-2% -$4.39K 0.12% 103
2019
Q4 		$254K Buy
+2,529
New +$256K 0.1% 126

Other funds holding BLV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

World Investment Advisors's BLV Position: Q2 2026 in Review

World Investment Advisors increased its Vanguard Long-Term Bond ETF (BLV) stake by 4.1% in Q2 2026, buying an estimated $343K and bringing the position to 127,606 shares worth $8.78M. The position accounts for 0.15% of the portfolio, ranked #160.

World Investment Advisors first reported a position in BLV in Q4 2019 and has held it in 24 quarters since. 411 funds tracked by Wall St. Rank hold BLV as of Q2 2026.

  • World Investment Advisors held 127,606 shares of Vanguard Long-Term Bond ETF worth $8.78M as of Q2 2026.
  • World Investment Advisors bought 5,008 Vanguard Long-Term Bond ETF shares in Q2 2026, an estimated $343K.
  • Vanguard Long-Term Bond ETF made up 0.15% of World Investment Advisors's portfolio in Q2 2026, its #160 holding.
  • World Investment Advisors first reported a position in Vanguard Long-Term Bond ETF in Q4 2019 and has held it in 24 quarters since.
  • 411 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.