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Vanguard Long-Term Bond ETF shares owned by Rochester Wealth Strategies

Quarter-by-quarter ownership of Vanguard Long-Term Bond ETF (BLV) shares owned by Rochester Wealth Strategies from 13F filings

Historical chart of Rochester Wealth Strategies investment in Vanguard Long-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Long-Term Bond ETF held by Rochester Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Long-Term Bond ETF by Rochester Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 74k 70.85
2025-06-30 $4.2M 61k 69.54
2025-03-31 $5.2M 74k 70.42

More positions owned by Rochester Wealth Strategies

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Gold Tr Ishares New (IAU)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)
Brookfield Corp Cl A Ltd Vt Sh (BN)

View all positions for Rochester Wealth Strategies

Top funds holding Vanguard Long-Term Bond ETF

Envestnet Asset Management
LPL Financial
Lincoln National
Envestnet Portfolio Solutions
Wells Fargo & Company
Karpus Investment Management
Bank of New York Mellon
Beacon Capital Management
Goldman Sachs Group
Royal Bank of Canada
Exchange Traded Concepts
Cetera Investment Advisers
Morgan Stanley
Advisor Group Holdings
Cambridge Investment Research Advisors

View all funds holding Vanguard Long-Term Bond ETF