SEC 13F Intelligence

Heritage Wealth Management, Inc. /Ca/ / BND

Heritage Wealth Management, Inc. /Ca/’s Vanguard Bd Index Fds Position

Does Heritage Wealth Management, Inc. /Ca/ own Vanguard Bd Index Fds (BND)? Yes — 81.1K shares worth $6M (+3.30% of its 13F portfolio) as of Q1 2026, up from 62.2K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
81.1K
% of Portfolio
+3.30%
Quarters Held
10
currently held

Position History BND

Reported value by quarter
Q4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $4MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $5MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202681.1K$6M+3.30%
Q4 202562.2K$5M+2.93%
Q3 202544.9K$3M+2.24%
Q2 202544.1K$3M+2.17%
Q1 202544.2K$3M+2.44%
Q4 202449.1K$4M+2.54%
Q3 202445.9K$3M+2.45%
Q2 202446.6K$3M+2.46%
Q1 202447.4K$3M+2.60%
Q4 202339.7K$3M+2.33%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Heritage Wealth Management, Inc. /Ca/’s full portfolio or all institutional holders of BND.