Clarus Wealth Advisors BND holdings history
VANGUARD TOTAL BOND MARKET · CUSIP 921937835 · CIK 1730149
As of 2026-06-30, Clarus Wealth Advisors reported 88.76K BND (shares), valued at $6.45M, or 2.49% of its reported non-derivative portfolio. Filed 2026-07-10.
Verify history & sources →Shares increased 11.92%; reported value increased 10.59%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.49% | 88,757 | SEC filing ↗Filed Jul 10, 2026 |
| Q1 2026 | 2.49% | 79,301 | SEC filing ↗Filed Apr 8, 2026 |
| Q4 2025 | 2.45% | 79,646 | SEC filing ↗Filed Jan 14, 2026 |
| Q3 2025 | 2.49% | 75,817 | SEC filing ↗Filed Oct 6, 2025 |
| Q2 2025 | 2.35% | 69,727 | SEC filing ↗Filed Jul 9, 2025 |
| Q1 2025 | 7.00% | 180,218 | SEC filing ↗Filed Apr 10, 2025 |
| Q4 2024 | 2.03% | 57,214 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 1.96% | 51,975 | SEC filing ↗Filed Oct 8, 2024 |
| Q2 2024 | 1.96% | 50,933 | SEC filing ↗Filed Jul 11, 2024 |
| Q1 2024 | 1.92% | 47,689 | SEC filing ↗Filed Apr 11, 2024 |
| Q4 2023 | 2.03% | 47,236 | SEC filing ↗Filed Jan 22, 2024 |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | 2.03% | 47,236 | $3.43M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 22, 2024 |
| Q1 2024 | 1.92% | 47,689 | $3.39M | Shares increased 0.96%; reported value decreased 1.31%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 11, 2024 |
| Q2 2024 | 1.96% | 50,933 | $3.69M | Shares increased 6.80%; reported value increased 8.89%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 11, 2024 |
| Q3 2024 | 1.96% | 51,975 | $3.84M | Shares increased 2.05%; reported value increased 4.16%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 8, 2024 |
| Q4 2024 | 2.03% | 57,214 | $4.07M | Shares increased 10.08%; reported value increased 5.97%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 7.00% | 180,218 | $13.10M | Shares increased 214.99%; reported value increased 221.67%, and weight changed +4.97 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2025 |
| Q2 2025 | 2.35% | 69,727 | $5.08M | Shares decreased 61.31%; reported value decreased 61.25%, and weight changed -4.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 9, 2025 |
| Q3 2025 | 2.49% | 75,817 | $5.63M | Shares increased 8.73%; reported value increased 10.99%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 6, 2025 |
| Q4 2025 | 2.45% | 79,646 | $5.92M | Shares increased 5.05%; reported value increased 5.01%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2026 |
| Q1 2026 | 2.49% | 79,301 | $5.83M | Shares decreased 0.43%; reported value decreased 1.37%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 8, 2026 |
| Q2 2026 | 2.49% | 88,757 | $6.45M | Shares increased 11.92%; reported value increased 10.59%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2026 |
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