Vanguard Long-Term Bond ETF $BLV is Carolina Wealth Advisors LLC’s Largest Position

Carolina Wealth Advisors LLC trimmed its holdings in shares of Vanguard Long-Term Bond ETF (NYSEARCA:BLV) by 6.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 353,977 shares of the company’s stock after selling 23,747 shares during the period. Vanguard Long-Term Bond ETF comprises approximately 12.1% of Carolina Wealth Advisors LLC’s portfolio, making the stock its largest position. Carolina Wealth Advisors LLC owned about 0.43% of Vanguard Long-Term Bond ETF worth $24,616,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Envestnet Asset Management Inc. boosted its holdings in shares of Vanguard Long-Term Bond ETF by 4.3% during the first quarter. Envestnet Asset Management Inc. now owns 9,499,048 shares of the company’s stock worth $668,923,000 after purchasing an additional 389,979 shares during the period. Beacon Capital Management Inc. boosted its holdings in shares of Vanguard Long-Term Bond ETF by 23,884.3% during the first quarter. Beacon Capital Management Inc. now owns 5,359,282 shares of the company’s stock worth $360,037,000 after purchasing an additional 5,336,937 shares during the period. Envestnet Portfolio Solutions Inc. boosted its holdings in shares of Vanguard Long-Term Bond ETF by 2.0% during the first quarter. Envestnet Portfolio Solutions Inc. now owns 2,394,855 shares of the company’s stock worth $168,646,000 after purchasing an additional 47,357 shares during the period. Lincoln National Corp boosted its holdings in shares of Vanguard Long-Term Bond ETF by 2.8% during the first quarter. Lincoln National Corp now owns 2,380,778 shares of the company’s stock worth $167,654,000 after purchasing an additional 65,801 shares during the period. Finally, Royal Bank of Canada boosted its holdings in shares of Vanguard Long-Term Bond ETF by 0.3% during the first quarter. Royal Bank of Canada now owns 1,020,488 shares of the company’s stock worth $71,863,000 after purchasing an additional 2,869 shares during the period.

Vanguard Long-Term Bond ETF Price Performance

BLV stock opened at $70.90 on Friday. Vanguard Long-Term Bond ETF has a 1 year low of $65.71 and a 1 year high of $73.81. The firm has a 50-day moving average of $69.88 and a 200 day moving average of $68.89.

Vanguard Long-Term Bond ETF Company Profile

Vanguard Bond Index Funds (the Fund), formerly Vanguard Long-Term Bond ETF, seeks to track the performance of a market-weighted bond index with a long-term, dollar-weighted average maturity. It employs a passive management or indexing strategy designed to track the performance of the Barclays Capital U.S.Long Government/Credit Bond Index (the Index).