Valeo Financial Advisors’s Vanguard Total Bond Market BND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.4M | Sell |
143,321
-3,569
| -2% | -$262K | 0.16% | 68 |
|
|
2026
Q1 | $7.69M | Buy |
146,890
+11,467
| +8% | +$851K | 0.18% | 59 |
|
|
2025
Q4 | $7.63M | Sell |
135,423
-9,478
| -7% | -$705K | 0.17% | 64 |
|
|
2025
Q3 | $8.37M | Buy |
144,901
+16,391
| +13% | +$1.21M | 0.19% | 57 |
|
|
2025
Q2 | $7.08M | Buy |
128,510
+39,631
| +45% | +$2.88M | 0.17% | 66 |
|
|
2025
Q1 | $6.53M | Buy |
88,879
+775
| +0.9% | +$56.2K | 0.18% | 62 |
|
|
2024
Q4 | $6.34M | Buy |
88,104
+17,850
| +25% | +$1.31M | 0.18% | 62 |
|
|
2024
Q3 | $5.28M | Buy |
70,254
+3,130
| +5% | +$232K | 0.15% | 70 |
|
|
2024
Q2 | $4.84M | Buy |
67,124
+18,715
| +39% | +$1.34M | 0.15% | 70 |
|
|
2024
Q1 | $3.43M | Buy |
48,409
+19,350
| +67% | +$1.4M | 0.12% | 94 |
|
|
2023
Q4 | $2.14M | Buy |
29,059
+22,781
| +363% | +$1.61M | 0.09% | 129 |
|
|
2023
Q3 | $438K | Buy |
6,278
+2,738
| +77% | +$195K | 0.02% | 368 |
|
|
2023
Q2 | $257K | Sell |
3,540
-236
| -6% | -$17.3K | 0.01% | 467 |
|
|
2023
Q1 | $279K | Sell |
3,776
-399
| -10% | -$29.2K | 0.01% | 459 |
|
|
2022
Q4 | $300K | Buy |
+4,175
| New | +$299K | 0.02% | 387 |
|
|
2022
Q2 | – | Sell |
-3,569
| Closed | -$284K | – | 535 |
|
|
2022
Q1 | $284K | Buy |
3,569
+11
| +0.3% | +$899 | 0.01% | 462 |
|
|
2021
Q4 | $302K | Sell |
3,558
-15
| -0.4% | -$1.28K | 0.02% | 408 |
|
|
2021
Q3 | $305K | Sell |
3,573
-617
| -15% | -$53.3K | 0.02% | 394 |
|
|
2021
Q2 | $360K | Sell |
4,190
-2,364
| -36% | -$202K | 0.02% | 323 |
|
|
2021
Q1 | $555K | Sell |
6,554
-518
| -7% | -$44.7K | 0.03% | 260 |
|
|
2020
Q4 | $624K | Buy |
7,072
+1,171
| +20% | +$103K | 0.03% | 219 |
|
|
2020
Q3 | $521K | Sell |
5,901
-633
| -10% | -$56.1K | 0.05% | 189 |
|
|
2020
Q2 | $577K | Buy |
6,534
+2,313
| +55% | +$202K | 0.05% | 174 |
|
|
2020
Q1 | $369K | Buy |
4,221
+2,397
| +131% | +$204K | 0.04% | 204 |
|
|
2019
Q4 | $153K | Buy |
1,824
+1,278
| +234% | +$107K | 0.01% | 369 |
|
|
2019
Q3 | $46K | Buy |
546
+23
| +4% | +$1.93K | 0.01% | 630 |
|
|
2019
Q2 | $43K | Sell |
523
-8
| -2% | -$652 | ﹤0.01% | 645 |
|
|
2019
Q1 | $43K | Buy |
531
+272
| +105% | +$21.7K | 0.01% | 598 |
|
|
2018
Q4 | $21K | Sell |
259
-789
| -75% | -$61.7K | ﹤0.01% | 692 |
|
|
2018
Q3 | $82K | Sell |
1,048
-785
| -43% | -$62K | 0.01% | 444 |
|
|
2018
Q2 | $145K | Buy |
1,833
+1,596
| +673% | +$126K | 0.02% | 337 |
|
|
2018
Q1 | $19K | Sell |
237
-310
| -57% | -$24.8K | ﹤0.01% | 727 |
|
|
2017
Q4 | $45K | Buy |
+547
| New | +$44.7K | 0.01% | 485 |
|
Other funds holding BND
SC
Valeo Financial Advisors's BND Position: Q2 2026 in Review
Valeo Financial Advisors reduced its Vanguard Total Bond Market (BND) stake by 2.4% in Q2 2026, selling an estimated $262K and leaving 143,321 shares worth $7.4M. The position accounts for 0.16% of the portfolio, ranked #68.
Valeo Financial Advisors first reported a position in BND in Q4 2017 and has held it in 33 quarters since. The position peaked at $8.37M in Q3 2025. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.
- Valeo Financial Advisors held 143,321 shares of Vanguard Total Bond Market worth $7.4M as of Q2 2026.
- Valeo Financial Advisors sold 3,569 Vanguard Total Bond Market shares in Q2 2026, an estimated $262K.
- Vanguard Total Bond Market made up 0.16% of Valeo Financial Advisors's portfolio in Q2 2026, its #68 holding.
- Valeo Financial Advisors first reported a position in Vanguard Total Bond Market in Q4 2017 and has held it in 33 quarters since.
- Valeo Financial Advisors's Vanguard Total Bond Market position peaked at $8.37M in Q3 2025.
- 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.
Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.