Valeo Financial Advisors, LLC Vanguard Bd Index Fd Inc Total Transaction History
Valeo Financial Advisors, LLC
- $4.36 Billion
- Q3 2025
A detailed history of Valeo Financial Advisors, LLC transactions in Vanguard Bd Index Fd Inc Total stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 144,901 shares of BND stock, worth $10.7 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
144,901
Previous 128,510
12.75%
Holding current value
$10.7 Million
Previous $9.46 Million
13.89%
% of portfolio
0.25%
Previous 0.22%
Shares
32 transactions
Others Institutions Holding BND
# of Institutions
1,884Shares Held
1.16BCall Options Held
93.5KPut Options Held
20.2K-
Jpmorgan Chase & CO New York, NY131MShares$9.74 Billion0.64% of portfolio
-
Northwestern Mutual Wealth Management CO127MShares$9.39 Billion6.39% of portfolio
-
Creative Planning Overland Park, KS125MShares$9.27 Billion7.2% of portfolio
-
Morgan Stanley New York, NY109MShares$8.06 Billion0.51% of portfolio
-
Vanguard Group Inc Valley Forge, PA71.9MShares$5.33 Billion0.08% of portfolio