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Vanguard Total Bond Market ETF shares owned by Heritage Wealth Advisors

Quarter-by-quarter ownership of Vanguard Total Bond Market ETF (BND) shares owned by Heritage Wealth Advisors from 13F filings

Historical chart of Heritage Wealth Advisors investment in Vanguard Total Bond Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Bond Market ETF held by Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total Bond Market ETF by Heritage Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $170k 2.2k 77.31
2023-12-31 $42k 576 73.54
2023-06-30 $5.3k 73 72.40
2023-03-31 $20k 277 73.71
2021-06-30 $57k 668 85.89

More positions owned by Heritage Wealth Advisors

IShares S&P 500 Index Etf (IVV)
Vanguard S&P 500 Value ETF Etf (VOOV)
iShares Core MSCI EAFE Etf (IEFA)
Microsoft Corporation (MSFT)
iShares Core S&P Total US Stock Mkt Etf (ITOT)
Merck & Co (MRK)
iShares Russell Midcap Value Etf (IWS)
Spdr Gold TRUST Etf (GLD)
Berkshire Hathaway Cl B CL B (BRK.B)
MasterCard Incorporated (MA)
United Rentals (URI)
Alphabet Inc. Class C Cap Stk Cl C (GOOG)
Apple (AAPL)
Raymond James Financial (RJF)
Brookfield Corp Cl A Ltd Vt Sh (BN)

View all positions for Heritage Wealth Advisors

Top funds holding Vanguard Total Bond Market ETF

Northwestern Mutual Wealth Management Company
Morgan Stanley
Jpmorgan Chase & Co
Creative Planning
Vanguard Group
Wells Fargo & Company
Envestnet Asset Management
Bank of America Corporation
Hanson McClain Advisors
LPL Financial
Goldman Sachs Group
BlackRock
Sei Investments
Texas Treasury Safekeeping Trust Company
Bank of New York Mellon

View all funds holding Vanguard Total Bond Market ETF