Heritage Wealth Advisors’s Vanguard Total Bond Market BND Stock Holding History

Heritage Wealth 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 Q1	–	Hold	0	–	–	–	673
2025 Q4	–	Hold	0	–	–	–	588
2025 Q3	–	Hold	0	–	–	–	577
2025 Q2	–	Hold	0	–	–	–	567
2025 Q1	–	Sell	-1,975	Closed	-$143K	–	568
2024 Q4	$142K	Buy	1,975 +10	+0.5%	+$731	0.01%	229
2024 Q3	$148K	Buy	1,965 +1,381	+236%	+$102K	0.01%	234
2024 Q2	$42.1K	Buy	584 +5	+0.9%	+$358	﹤0.01%	326
2024 Q1	$42.1K	Buy	579 +3	+0.5%	+$218	﹤0.01%	340
2023 Q4	$42.4K	Buy	+576	New	+$40.7K	﹤0.01%	349
2023 Q3	–	Sell	-73	Closed	-$5.29K	–	529
2023 Q2	$5.29K	Sell	73 -204	-74%	-$14.9K	﹤0.01%	468
2023 Q1	$20.4K	Buy	+277	New	+$20.3K	﹤0.01%	401
2021 Q3	–	Sell	-668	Closed	-$57.4K	–	537
2021 Q2	$57.4K	Buy	+668	New	+$57K	﹤0.01%	314

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

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B 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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Heritage Wealth Advisors's BND Position: Q1 2026 in Review

Heritage Wealth Advisors held its Vanguard Total Bond Market (BND) position steady in Q1 2026 at 0 shares worth $15. The position accounts for ﹤0.01% of the portfolio, ranked #673.

Heritage Wealth Advisors first reported a position in BND in Q2 2021 and has held it in 8 quarters since. The position peaked at $148K in Q3 2024. 1,762 funds tracked by Wall St. Rank hold BND as of Q1 2026.

Heritage Wealth Advisors held 0 shares of Vanguard Total Bond Market worth $15 as of Q1 2026.
Heritage Wealth Advisors left its Vanguard Total Bond Market share count unchanged in Q1 2026.
Vanguard Total Bond Market made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #673 holding.
Heritage Wealth Advisors first reported a position in Vanguard Total Bond Market in Q2 2021 and has held it in 8 quarters since.
Heritage Wealth Advisors's Vanguard Total Bond Market position peaked at $148K in Q3 2024.
1,762 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.