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Heritage Wealth Management (California)’s Vanguard Total Bond Market BND Stock Holding History

Heritage Wealth Management (California)’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
Q2 		$6.3M Buy
85,762
+4,622
+6% +$339K 2.39% 8
2026
Q1 		$5.98M Buy
81,140
+18,939
+30% +$1.41M 3.3% 6
2025
Q4 		$4.61M Buy
62,201
+17,310
+39% +$1.29M 2.93% 10
2025
Q3 		$3.34M Buy
44,891
+778
+2% +$57.3K 2.24% 11
2025
Q2 		$3.25M Sell
44,113
-84
-0.2% -$6.11K 2.17% 11
2025
Q1 		$3.25M Sell
44,197
-4,897
-10% -$355K 2.44% 9
2024
Q4 		$3.53M Buy
49,094
+3,155
+7% +$231K 2.54% 9
2024
Q3 		$3.45M Sell
45,939
-663
-1% -$49.1K 2.45% 10
2024
Q2 		$3.36M Sell
46,602
-767
-2% -$54.9K 2.46% 10
2024
Q1 		$3.44M Buy
47,369
+7,690
+19% +$558K 2.6% 8
2023
Q4 		$2.92M Buy
+39,679
New +$2.8M 2.33% 9

Other funds holding BND

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Heritage Wealth Management (California)'s BND Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its Vanguard Total Bond Market (BND) stake by 5.7% in Q2 2026, buying an estimated $339K and bringing the position to 85,762 shares worth $6.3M. The position accounts for 2.39% of the portfolio, ranked #8.

Heritage Wealth Management (California) first reported a position in BND in Q4 2023 and has held it in 11 quarters since. 923 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Heritage Wealth Management (California) held 85,762 shares of Vanguard Total Bond Market worth $6.3M as of Q2 2026.
  • Heritage Wealth Management (California) bought 4,622 Vanguard Total Bond Market shares in Q2 2026, an estimated $339K.
  • Vanguard Total Bond Market made up 2.39% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #8 holding.
  • Heritage Wealth Management (California) first reported a position in Vanguard Total Bond Market in Q4 2023 and has held it in 11 quarters since.
  • 923 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.