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

Heritage Wealth Management (Ohio)’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 		$637K Buy
+8,674
New +$636K 0.16% 138
2026
Q1 		– Sell
-3,558
Closed -$264K – 161
2025
Q4 		$264K Buy
+3,558
New +$265K 0.07% 220

Other funds holding BND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Heritage Wealth Management (Ohio) opened a new position in Vanguard Total Bond Market (BND) in Q2 2026: 8,674 shares worth $637K. The stake represents 0.16% of the portfolio and ranks #138 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in BND as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in BND in Q4 2025 and has held it in 2 quarters since. 1,815 funds tracked by Wall St. Rank hold BND as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 8,674 shares of Vanguard Total Bond Market worth $637K as of Q2 2026.
  • Vanguard Total Bond Market was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • Vanguard Total Bond Market made up 0.16% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #138 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Vanguard Total Bond Market in Q4 2025 and has held it in 2 quarters since.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.