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Security record · archived quarter

BLV

Vanguard Long-Term Bond ETF · Financial Services · Asset Management - Bonds

62.87 0.0% mkt cap $8.27B quote delayed (FMP) · as of Oct 11 03:53 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
48Tracked holders
+2Δ holders
29.86MShares held
$2.05BReported value
+3New positions
−1Exits
Rising Conviction score 61/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +4.3% · share flow +12.3% · net new positions +4.2% — formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 47 +1 29.99M $2.07B +3 −3
Q1 2026 48 +2 29.86M $2.05B +3 −1
Q4 2025 47 -1 27.09M $1.88B — −1
Q3 2025 6 +1 2.95M $209.09M +1 —
Q2 2025 2 -1 445.62K $30.99M — −1
Q1 2025 1 0 84.77K $5.97M — —
Q4 2024 1 0 200.84K $13.74M — —
Q3 2024 1 0 76.39K $5.74M — —
Q2 2024 1 — 66.11K $4.65M — —
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Envestnet Asset Management Inc 13.65M +24.8% $938.56M 0.3% ▲ Add 2 SEC ↗
2 LPL Financial LLC 3.06M -5.5% $210.21M 0.1% ▼ Trim 2 SEC ↗
3 Bank of New York Mellon Corp 1.55M +8.8% $106.42M 0.0% ▲ Add 2 SEC ↗ ×3
4 Wells Fargo & Company/Mn 1.53M -19.1% $105.17M 0.0% ▼ Trim 2 SEC ↗ ×4
5 Bank Of America Corp /De/ 1.24M +87.9% $84.96M 0.0% ▲ Add 2 SEC ↗ ×4
6 Royal Bank Of Canada 1.11M +2.1% $76.59M 0.0% ▲ Add 2 SEC ↗ ×6
7 Goldman Sachs Group ✦ 1.01M -9.6% $69.72M 0.0% ▼ Trim 3 SEC ↗
8 Cetera Investment Advisers 1.01M +0.2% $69.39M 0.1% ▲ Add 2 SEC ↗
9 Morgan Stanley ✦ 799.21K +22.2% $54.97M 0.0% ▲ Add 3 SEC ↗
10 Osaic Holdings, Inc. 708.17K -1.4% $48.74M 0.1% ▼ Trim 2 SEC ↗ ×3
11 UBS Group AG 475.73K +243.6% $32.72M 0.0% ▲ Add 2 SEC ↗ ×2
12 Ameriprise Financial Inc 453.67K -3.6% $31.22M 0.0% ▼ Trim 2 SEC ↗ ×4
13 Northwestern Mutual Wealth… 428.26K +49.5% $29.46M 0.0% ▲ Add 2 SEC ↗
14 Truist Financial Corp 426.20K +2.2% $29.31M 0.0% ▲ Add 2 SEC ↗ ×2
15 Principal Financial Group Inc 309.38K -4.0% $21.28M 0.0% ▼ Trim 2 SEC ↗
16 Raymond James Financial Inc 268.59K +2.4% $18.47M 0.0% ▲ Add 2 SEC ↗ ×2
17 Mml Investors Services, Llc 247.40K -10.8% $17.02M 0.0% ▼ Trim 2 SEC ↗
18 Jane Street Group, Llc 230.79K New $15.87M 0.0% New 1 SEC ↗
19 Stifel Financial Corp 219.50K +9.0% $15.10M 0.0% ▲ Add 2 SEC ↗ ×2
20 Pnc Financial Services Group, Inc. 186.04K -7.6% $12.80M 0.0% ▼ Trim 2 SEC ↗ ×2
21 Commonwealth Equity Services, Llc 138.81K -1.6% $9.55M 0.0% ▼ Trim 2 SEC ↗
22 JPMorgan Chase ✦ 134.34K +1038.6% $9.21M 0.0% ▲ Add 3 SEC ↗ ×4
23 UBS AM, a distinct business unit of… 102.90K +201.5% $7.08M 0.0% ▲ Add 2 SEC ↗
24 Assetmark, Inc 93.52K +22.8% $6.43M 0.0% ▲ Add 2 SEC ↗
25 Jones Financial Companies Lllp 85.93K +2.2% $5.82M 0.0% ▲ Add 2 SEC ↗
26 Cerity Partners LLC 76.52K +3.4% $5.26M 0.0% ▲ Add 2 SEC ↗
27 Susquehanna International Group, Llp 57.39K -82.0% $3.95M 0.0% ▼ Trim 2 SEC ↗
28 Wealthfront Advisers LLC 36.35K -8.6% $2.50M 0.0% ▼ Trim 2 SEC ↗
29 Fifth Third Bancorp 35.78K +12958.0% $2.46M 0.0% ▲ Add 2 SEC ↗
30 HighTower Advisors, LLC 29.74K +1.9% $2.05M 0.0% ▲ Add 2 SEC ↗
31 Citigroup Inc 28.73K -3.6% $1.98M 0.0% ▼ Trim 2 SEC ↗
32 Financial Engines Advisors L.L.C. 22.93K -6.1% $1.58M 0.0% ▼ Trim 2 SEC ↗
33 Focus Partners Wealth 21.13K +28.1% $1.45M 0.0% ▲ Add 2 SEC ↗
34 Us Bancorp \De\ 18.21K -94.1% $1.25M 0.0% ▼ Trim 2 SEC ↗ ×2
35 Mariner, LLC 13.97K -61.6% $960,972 0.0% ▼ Trim 2 SEC ↗
36 Prudential Financial Inc 11.16K +6.0% $767,516 0.0% ▲ Add 2 SEC ↗
37 Wealth Enhancement Advisory… 10.36K -30.8% $713,410 0.0% ▼ Trim 2 SEC ↗
38 Mercer Global Advisors Inc /Adv 6.95K New $477,837 0.0% New 1 SEC ↗
39 Creative Planning 6.75K +82.0% $464,493 0.0% ▲ Add 2 SEC ↗
40 National Bank Of Canada /Fi/ 5.85K -2.7% $401,981 0.0% ▼ Trim 2 SEC ↗
41 Captrust Financial Advisors 5.71K -16.7% $392,425 0.0% ▼ Trim 2 SEC ↗
42 Rockefeller Capital Management L.P. 3.69K -26.6% $253,856 0.0% ▼ Trim 2 SEC ↗
43 Fidelity (FMR) ✦ 2.16K +56.3% $148,761 0.0% ▲ Add 4 SEC ↗
44 Blair William & Co/Il 1.79K 0.0% $122,979 0.0% Held 2 SEC ↗
45 Cwm, Llc 1.46K +72.1% $100,488 0.0% ▲ Add 2 SEC ↗
46 Simplex Trading, Llc 679 +447.6% $46,701 0.0% ▲ Add 2 SEC ↗
47 Franklin Resources Inc 471 0.0% $32,395 0.0% Held 2 SEC ↗
48 Bnp Paribas Financial Markets 15 New $1,032 0.0% New 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Exited

Bank Of Montreal /Can/ $3,546 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 405 holders, 51.73M shares, $3.41B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API