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Vanguard Long-Term Bond ETF shares owned by Waterford Advisors

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

Historical chart of Waterford Advisors 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 Waterford Advisors 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 Waterford Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 148k 70.85
2025-06-30 $9.7M 45k 215.47
2025-03-31 $9.3M 132k 70.42

More positions owned by Waterford Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Long Term Bond (BLV)
Schwab Strategic Tr Fundamental Emer (FNDE)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Global Reit Etf (REET)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for Waterford Advisors

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