Valmark Advisers’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
Q1 | $2.57M | Sell |
34,963
-439
| -1% | -$32.6K | 0.03% | 213 |
|
|
2025
Q4 | $2.62M | Sell |
35,402
-48
| -0.1% | -$3.57K | 0.03% | 206 |
|
|
2025
Q3 | $2.64M | Sell |
35,450
-1,705
| -5% | -$126K | 0.03% | 190 |
|
|
2025
Q2 | $2.74M | Buy |
37,155
+2,143
| +6% | +$156K | 0.04% | 177 |
|
|
2025
Q1 | $2.57M | Buy |
35,012
+2,297
| +7% | +$167K | 0.04% | 171 |
|
|
2024
Q4 | $2.35M | Buy |
32,715
+5,441
| +20% | +$398K | 0.04% | 181 |
|
|
2024
Q3 | $2.05M | Buy |
27,274
+1,113
| +4% | +$82.4K | 0.03% | 195 |
|
|
2024
Q2 | $1.88M | Sell |
26,161
-834
| -3% | -$59.7K | 0.03% | 187 |
|
|
2024
Q1 | $1.96M | Sell |
26,995
-147
| -0.5% | -$10.7K | 0.03% | 170 |
|
|
2023
Q4 | $2M | Buy |
27,142
+846
| +3% | +$59.7K | 0.04% | 165 |
|
|
2023
Q3 | $1.83M | Sell |
26,296
-19,716
| -43% | -$1.41M | 0.04% | 153 |
|
|
2023
Q2 | $3.34M | Buy |
46,012
+5,118
| +13% | +$375K | 0.07% | 102 |
|
|
2023
Q1 | $3.02M | Buy |
40,894
+142
| +0.3% | +$10.4K | 0.07% | 106 |
|
|
2022
Q4 | $2.93M | Buy |
40,752
+3,236
| +9% | +$232K | 0.07% | 109 |
|
|
2022
Q3 | $2.68M | Sell |
37,516
-101
| -0.3% | -$7.56K | 0.05% | 102 |
|
|
2022
Q2 | $2.83M | Sell |
37,617
-178
| -0.5% | -$13.5K | 0.05% | 93 |
|
|
2022
Q1 | $3.01M | Buy |
37,795
+14,861
| +65% | +$1.21M | 0.05% | 95 |
|
|
2021
Q4 | $1.94M | Sell |
22,934
-1,079
| -4% | -$91.9K | 0.03% | 127 |
|
|
2021
Q3 | $2.05M | Buy |
24,013
+1,112
| +5% | +$96K | 0.04% | 115 |
|
|
2021
Q2 | $1.97M | Sell |
22,901
-14,263
| -38% | -$1.22M | 0.04% | 121 |
|
|
2021
Q1 | $3.15M | Buy |
37,164
+10,914
| +42% | +$941K | 0.06% | 81 |
|
|
2020
Q4 | $2.31M | Sell |
26,250
-20,801
| -44% | -$1.83M | 0.05% | 96 |
|
|
2020
Q3 | $4.15M | Buy |
47,051
+9,788
| +26% | +$868K | 0.09% | 59 |
|
|
2020
Q2 | $3.29M | Buy |
37,263
+5,566
| +18% | +$487K | 0.08% | 59 |
|
|
2020
Q1 | $2.71M | Buy |
31,697
+24,109
| +318% | +$2.05M | 0.07% | 55 |
|
|
2019
Q4 | $636K | Buy |
7,588
+85
| +1% | +$7.15K | 0.01% | 135 |
|
|
2019
Q3 | $633K | Buy |
7,503
+2
| +0% | +$168 | 0.01% | 136 |
|
|
2019
Q2 | $623K | Buy |
7,501
+168
| +2% | +$13.7K | 0.01% | 127 |
|
|
2019
Q1 | $595K | Sell |
7,333
-154
| -2% | -$12.3K | 0.01% | 125 |
|
|
2018
Q4 | $593K | Sell |
7,487
-197
| -3% | -$15.4K | 0.01% | 115 |
|
|
2018
Q3 | $605K | Buy |
7,684
+600
| +8% | +$47.4K | 0.01% | 115 |
|
|
2018
Q2 | $561K | Sell |
7,084
-883
| -11% | -$69.8K | 0.01% | 113 |
|
|
2018
Q1 | $637K | Sell |
7,967
-415
| -5% | -$33.2K | 0.01% | 105 |
|
|
2017
Q4 | $684K | Buy |
+8,382
| New | +$685K | 0.01% | 102 |
|
Other funds holding BND
VAI
AF
Valmark Advisers's BND Position: Q1 2026 in Review
Valmark Advisers reduced its Vanguard Total Bond Market (BND) stake by 1.2% in Q1 2026, selling an estimated $32.6K and leaving 34,963 shares worth $2.57M. The position accounts for 0.03% of the portfolio, ranked #213.
Valmark Advisers first reported a position in BND in Q4 2017 and has held it in 34 quarters since. The position peaked at $4.15M in Q3 2020. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.
- Valmark Advisers held 34,963 shares of Vanguard Total Bond Market worth $2.57M as of Q1 2026.
- Valmark Advisers sold 439 Vanguard Total Bond Market shares in Q1 2026, an estimated $32.6K.
- Vanguard Total Bond Market made up 0.03% of Valmark Advisers's portfolio in Q1 2026, its #213 holding.
- Valmark Advisers first reported a position in Vanguard Total Bond Market in Q4 2017 and has held it in 34 quarters since.
- Valmark Advisers's Vanguard Total Bond Market position peaked at $4.15M in Q3 2020.
- 1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.
Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.