Heritage Financial Services »

Vanguard Total Bond Market ETF shares owned by Heritage Financial Services

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

Historical chart of Heritage Financial Services 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 Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Total Bond Market ETF by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 15k 75.11
2024-06-30 $1.0M 15k 72.05
2024-03-31 $1.0M 14k 72.63
2023-12-31 $1.3M 18k 73.55
2022-03-31 $475k 6.0k 79.40

More positions owned by Heritage Financial Services

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Core Msci Intl (IDEV)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust International (DFSI)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)

View all positions for Heritage Financial Services

Top funds holding Vanguard Total Bond Market ETF

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

View all funds holding Vanguard Total Bond Market ETF