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Vanguard Long-Term Bond ETF shares owned by Surevest

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

Historical chart of Surevest 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 Surevest 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 Surevest

Quarter filed Position value Share count Share price at filing
2022-09-30 $1.0M 14k 71.99
2022-06-30 $1.6M 20k 79.74
2022-03-31 $1.9M 20k 91.67
2021-12-31 $75k 725 103.45

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Apple (AAPL)
Ishares Tr Morningstar Valu (ILCV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Morningstr Us Eq (ILCB)
Palo Alto Networks (PANW)
Ishares Tr Morningstar Grwt (ILCG)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Genuine Parts Company (GPC)
Philip Morris International (PM)

View all positions for Surevest

Top funds holding Vanguard Long-Term Bond ETF

Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Envestnet Portfolio Solutions
Lincoln National
Morgan Stanley
Bank of America Corporation
Bank of New York Mellon
Ameriprise Financial
Goldman Sachs Group
Charles Schwab Investment Management
Royal Bank of Canada
Pnc Financial Services
Cambridge Investment Research Advisors
Greystone Financial Group

View all funds holding Vanguard Long-Term Bond ETF