BLV Institutional Ownership & Shareholders
VANGUARD LONG-TERM BOND ETF (BLV) is currently held by 392 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.36B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of BLV tracked by InsiderSet, reporting ownership valued at approximately $955.82M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $901.46M, representing an estimated loss of -5.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed BLV value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Lpl Financial Llc, Lincoln National Corp, and several other long-term asset managers with concentrated positions in VANGUARD LONG-TERM BOND ETF (BLV).
This page ranks the largest institutional BLV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
392
Total Reported Value
$3.36B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$955.82M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 0.23% | 13,866,536 | $955,820,295 | $901,463,505 | -$54,356,790 | -5.69% | |
| Lpl Financial Llc | 0.05% | 3,030,083 | $208,863,559 | $196,985,696 | -$11,877,863 | -5.69% | |
| Lincoln National Corp | 4.85% | 2,750,787 | $189,611,748 | $178,828,663 | -$10,783,085 | -5.69% | |
| Karpus Management, Inc. | 4.23% | 2,132,736 | $147,009,520 | $138,649,167 | -$8,360,353 | -5.69% | |
| Bank Of New York Mellon Corp | 0.02% | 1,577,446 | $108,733,307 | $102,549,764 | -$6,183,543 | -5.69% | |
| Wells Fargo & Company/Mn | 0.02% | 1,430,993 | $98,638,345 | $93,028,855 | -$5,609,490 | -5.69% | |
| Royal Bank Of Canada | 0.01% | 1,141,474 | $78,682,000 | $74,207,225 | -$4,474,775 | -5.69% | |
| Ameriprise Financial Inc | 0.02% | 1,116,002 | $76,910,934 | $72,551,290 | -$4,359,644 | -5.67% | |
| Goldman Sachs Group Inc | 0.01% | 1,055,206 | $72,735,350 | $68,598,942 | -$4,136,408 | -5.69% | |
| Cetera Investment Advisers | 0.07% | 1,040,755 | $71,739,288 | $67,659,483 | -$4,079,805 | -5.69% | |
| Bank Of America Corp | 0.00% | 1,015,014 | $69,964,890 | $65,986,060 | -$3,978,830 | -5.69% | |
| Exchange Traded Concepts, Llc | 0.23% | 824,969 | $51,750,305 | $53,631,235 | +$1,880,930 | +3.63% | |
| Osaic Holdings, Inc. | 0.06% | 732,721 | $50,534,126 | $47,634,192 | -$2,899,934 | -5.74% | |
| Morgan Stanley | 0.00% | 608,738 | $41,960,343 | $39,574,057 | -$2,386,286 | -5.69% | |
| Metropolitan Life Insurance Co/Ny | 11.56% | 599,208 | $41,303,407 | $38,954,512 | -$2,348,895 | -5.69% | |
| Janney Montgomery Scott Llc | 0.08% | 571,211 | $39,374,000 | $37,134,427 | -$2,239,573 | -5.69% | |
| Vanguard Advisers Inc | 0.13% | 539,045 | $37,156,235 | $35,043,315 | -$2,112,920 | -5.69% | |
| Ubs Group Ag | 0.01% | 489,773 | $33,760,053 | $31,840,143 | -$1,919,910 | -5.69% | |
| Envestnet Portfolio Solutions, Inc. | 0.16% | 478,824 | $33,005,335 | $31,128,348 | -$1,876,987 | -5.69% | |
| Truist Financial Corp | 0.04% | 481,475 | $30,202,954 | $31,300,690 | +$1,097,736 | +3.63% | |
| Koss-Olinger Consulting, Llc | 1.99% | 375,234 | $25,864,852 | $24,393,962 | -$1,470,890 | -5.69% | |
| Orion Porfolio Solutions, Llc | 0.19% | 366,958 | $25,294,409 | $23,855,940 | -$1,438,469 | -5.69% | |
| Strong Tower Advisory Services | 4.15% | 375,638 | $23,563,783 | $24,420,226 | +$856,443 | +3.63% | |
| Mml Investors Services, Llc | 0.04% | 318,197 | $21,933,329 | $20,685,987 | -$1,247,342 | -5.69% | |
| Regions Financial Corp | 0.12% | 295,832 | $20,391,700 | $19,232,038 | -$1,159,662 | -5.69% | |
| Clark Asset Management, Llc | 1.46% | 318,196 | $19,960,443 | $20,685,922 | +$725,479 | +3.63% | |
| Raymond James Financial Inc | 0.01% | 283,577 | $19,546,970 | $18,435,341 | -$1,111,629 | -5.69% | |
| &Partners | 0.08% | 280,448 | $19,329,563 | $18,231,924 | -$1,097,639 | -5.68% | |
| Concurrent Investment Advisors, Llc | 0.13% | 300,013 | $18,819,827 | $19,503,845 | +$684,018 | +3.63% | |
| Beacon Capital Management, Inc. | 1.14% | 288,958 | $18,126,346 | $18,785,160 | +$658,814 | +3.63% | |
| Newedge Advisors, Llc | 0.05% | 254,760 | $17,560,598 | $16,561,948 | -$998,650 | -5.69% | |
| Waterford Advisors, Llc | 4.46% | 209,762 | $16,342,556 | $13,636,628 | -$2,705,928 | -16.56% | |
| Stifel Financial Corp | 0.01% | 227,070 | $15,651,966 | $14,761,821 | -$890,145 | -5.69% | |
| Creativeone Wealth, Llc | 0.33% | 224,084 | $15,446,137 | $14,567,701 | -$878,436 | -5.69% | |
| Principal Financial Group Inc | 0.01% | 244,936 | $15,364,836 | $15,923,289 | +$558,453 | +3.63% | |
| Idaho Trust Co | 4.47% | 222,112 | $15,310,052 | $14,439,501 | -$870,551 | -5.69% | |
| Greenup Street Wealth Management Llc | 1.88% | 243,375 | $15,266,903 | $15,821,809 | +$554,906 | +3.63% | |
| Betterment Llc | 0.02% | 214,113 | $14,759,000 | $13,919,486 | -$839,514 | -5.69% | |
| Etf Portfolio Partners, Inc. | 3.62% | 230,569 | $14,463,602 | $14,989,291 | +$525,689 | +3.63% | |
| Thrivent Financial For Lutherans | 0.02% | 200,996 | $13,865,000 | $13,066,750 | -$798,250 | -5.76% | |
| Ameritas Advisory Services, Llc | 0.27% | 194,588 | $13,412,929 | $12,650,166 | -$762,763 | -5.69% | |
| Bluestem Wealth Partners, Llc | 1.24% | 180,997 | $12,476,147 | $11,766,615 | -$709,532 | -5.69% | |
| Pnc Financial Services Group, Inc. | 0.01% | 178,190 | $12,282,605 | $11,584,132 | -$698,473 | -5.69% | |
| Daymark Wealth Partners, Llc | 0.28% | 166,474 | $11,475,053 | $10,822,475 | -$652,578 | -5.69% | |
| Peapack Gladstone Financial Corp | 0.13% | 166,412 | $11,470,000 | $10,818,444 | -$651,556 | -5.68% | |
| Evergreen Wealth Management, Llc | 5.21% | 161,241 | $11,114,339 | $10,482,277 | -$632,062 | -5.69% | |
| Mgo One Seven Llc | 0.18% | 173,714 | $10,897,097 | $11,293,147 | +$396,050 | +3.63% | |
| Evolution Advisers, Inc. | 3.81% | 150,385 | $10,366,000 | $9,776,529 | -$589,471 | -5.69% | |
| Platt Investment Counsel, Llc | 6.89% | 159,642 | $10,014,343 | $10,378,326 | +$363,983 | +3.63% | |
| Wincap Financial Llc | 5.38% | 158,676 | $9,953,760 | $10,315,527 | +$361,767 | +3.63% |
Frequently asked questions about BLV
Who are the largest institutional holders of BLV?
The largest institutional holders of BLV reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Lpl Financial Llc, Lincoln National Corp, Karpus Management, Inc., and Bank Of New York Mellon Corp. InsiderSet ranks institutional holders by their latest reported BLV position.
What is BLV institutional ownership?
This page tracks BLV positions reported by institutional investment managers through SEC Form 13F. VANGUARD LONG-TERM BOND ETF (BLV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own BLV?
InsiderSet currently tracks 392 institutional managers reporting BLV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of BLV shareholders.
How much BLV stock do institutions own?
Institutional investment managers disclosed approximately $3.36B in BLV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was BLV institutional ownership last updated?
The latest BLV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional BLV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its BLV position after the reporting date.
Are institutions buying or selling BLV?
Institutional buying and selling can be analyzed by comparing BLV positions across consecutive 13F reporting periods. InsiderSet's BLV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View BLV ownership changes.
How has BLV institutional ownership changed over time?
InsiderSet tracks BLV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.