Heritage Financial Services’s Vanguard Total Bond Market BND Stock Holding History

Heritage Financial Services’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
2025 Q4	$1.01M	Buy	13,655 +105	+0.8%	+$7.82K	0.08%	46
2025 Q3	$1.01M	Buy	13,550 +60	+0.4%	+$4.42K	0.09%	43
2025 Q2	$993K	Sell	13,490 -6,017	-31%	-$438K	0.1%	42
2025 Q1	$1.43M	Buy	19,507 +3,724	+24%	+$270K	0.14%	36
2024 Q4	$1.13M	Buy	15,783 +656	+4%	+$48K	0.15%	39
2024 Q3	$1.14M	Buy	15,127 +666	+5%	+$49.3K	0.15%	37
2024 Q2	$1.04M	Buy	14,461 +296	+2%	+$21.2K	0.15%	37
2024 Q1	$1.03M	Sell	14,165 -4,181	-23%	-$303K	0.15%	36
2023 Q4	$1.35M	Buy	+18,346	New	+$1.3M	0.23%	25
2022 Q2	–	Sell	-5,982	Closed	-$475K	–	515
2022 Q1	$475K	Buy	+5,982	New	+$489K	0.31%	42

Other funds holding BND

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Heritage Financial Services's BND Position: Q4 2025 in Review

Heritage Financial Services increased its Vanguard Total Bond Market (BND) stake by 0.77% in Q4 2025, buying an estimated $7.82K and bringing the position to 13,655 shares worth $1.01M. The position accounts for 0.08% of the portfolio, ranked #46.

Heritage Financial Services first reported a position in BND in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.43M in Q1 2025. 1,786 funds tracked by Wall St. Rank hold BND as of Q4 2025.

Heritage Financial Services held 13,655 shares of Vanguard Total Bond Market worth $1.01M as of Q4 2025.
Heritage Financial Services bought 105 Vanguard Total Bond Market shares in Q4 2025, an estimated $7.82K.
Vanguard Total Bond Market made up 0.08% of Heritage Financial Services's portfolio in Q4 2025, its #46 holding.
Heritage Financial Services first reported a position in Vanguard Total Bond Market in Q1 2022 and has held it in 10 quarters since.
Heritage Financial Services's Vanguard Total Bond Market position peaked at $1.43M in Q1 2025.
1,786 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.