Hegarty Advisors’s Vanguard Total Bond Market BND Stock Holding History

Hegarty Advisors’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$2.52M	Buy	35,987 +888	+3%	+$64K	1.56%	19
2026 Q2	$2.58M	Buy	35,099 +2,074	+6%	+$152K	1.77%	18
2026 Q1	$2.43M	Buy	33,025 +2,982	+10%	+$221K	1.92%	16
2025 Q4	$2.23M	Buy	+30,043	New	+$2.24M	1.93%	18

Other funds holding BND

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

SBI Okasan Asset Management Tokyo, Japan $3.18B AUM 5.76% 1-Year Est. Return

Arizona Public Safety Personnel Retirement System (PSPRS) Trust Phoenix, Arizona $2.62B AUM 0.83% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return

Hegarty Advisors's BND Position: Q3 2026 in Review

Hegarty Advisors increased its Vanguard Total Bond Market (BND) stake by 2.5% in Q3 2026, buying an estimated $64K and bringing the position to 35,987 shares worth $2.52M. The position accounts for 1.56% of the portfolio, ranked #19.

Hegarty Advisors first reported a position in BND in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.58M in Q2 2026. 1,351 funds tracked by Wall St. Rank hold BND as of Q3 2026.

Hegarty Advisors held 35,987 shares of Vanguard Total Bond Market worth $2.52M as of Q3 2026.
Hegarty Advisors bought 888 Vanguard Total Bond Market shares in Q3 2026, an estimated $64K.
Vanguard Total Bond Market made up 1.56% of Hegarty Advisors's portfolio in Q3 2026, its #19 holding.
Hegarty Advisors first reported a position in Vanguard Total Bond Market in Q4 2025 and has held it in 4 quarters since.
Hegarty Advisors's Vanguard Total Bond Market position peaked at $2.58M in Q2 2026.
1,351 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q3 2026.

Based on Hegarty Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.