XY Planning Network
BLV icon

XY Planning Network’s Vanguard Long-Term Bond ETF BLV Stock Holding History

XY Planning Network’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 		$204K Buy
3,260
+54
+2% +$3.57K 0.02% 375
2026
Q2 		$221K Sell
3,206
-119
-4% -$8.16K 0.03% 326
2026
Q1 		$228K Buy
+3,325
New +$232K 0.04% 262

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

XY Planning Network's BLV Position: Q3 2026 in Review

XY Planning Network increased its Vanguard Long-Term Bond ETF (BLV) stake by 1.7% in Q3 2026, buying an estimated $3.57K and bringing the position to 3,260 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #375.

XY Planning Network first reported a position in BLV in Q1 2026 and has held it in 3 quarters since. The position peaked at $228K in Q1 2026. 98 funds tracked by Wall St. Rank hold BLV as of Q3 2026.

  • XY Planning Network held 3,260 shares of Vanguard Long-Term Bond ETF worth $204K as of Q3 2026.
  • XY Planning Network bought 54 Vanguard Long-Term Bond ETF shares in Q3 2026, an estimated $3.57K.
  • Vanguard Long-Term Bond ETF made up 0.02% of XY Planning Network's portfolio in Q3 2026, its #375 holding.
  • XY Planning Network first reported a position in Vanguard Long-Term Bond ETF in Q1 2026 and has held it in 3 quarters since.
  • XY Planning Network's Vanguard Long-Term Bond ETF position peaked at $228K in Q1 2026.
  • 98 funds tracked by Wall St. Rank held Vanguard Long-Term Bond ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.