BLV β€” VANGUARD LONG TERM BOND ETF

Ownership history in Claris Financial LLC  Β·  2 quarters on record

AI Ownership Summary

Claris Financial LLC reported VANGUARD LONG TERM BOND ETF (BLV) in 2 quarterly 13F filings from 2025 Q1 through 2025 Q2. Peak portfolio weight reached 0.23% in 2025 Q2. The latest visible filing shows BLV at 0.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Claris Financial LLC's position in VANGUARD LONG TERM BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

BLV was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Claris Financial LLC held BLV β€” position size vs. price
% of Fund (quarterly)    BLV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 ADDED 4,328 +29 +0.7% 0.23% $301K 2025-08-26 $67.00
2025 Q1 INITIATED 4,299 β€” β€” 0.19% $294K 2025-06-18 $65.70

🏒 Other funds also holding BLV

As of 2026 Q1 β€” sorted by position size

Horizons Wealth Management 3Y 1.63% Bangor Savings Bank 3Y 7Y 0.0% Investors Research Corp 3Y 7Y 0.0%

FAQ About Claris Financial LLC and BLV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Claris Financial LLC reported owning BLV?

Claris Financial LLC reported BLV across 2 quarterly 13F filings, from 2025 Q1 through 2025 Q2.

What was the largest reported BLV position in Claris Financial LLC's portfolio?

The largest reported portfolio weight for BLV was 0.23% in 2025 Q2.

What is the latest reported BLV position on this page?

The most recent filing on this page is 2025 Q2, when Claris Financial LLC reported 4,328 shares, equal to 0.23% of portfolio, with an estimated market value of $301K.

What does the chart on this BLV ownership page compare?

The chart compares Claris Financial LLC's quarterly BLV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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