Heritage Wealth Management Inc. CA Has $3.53 Million Stock Holdings in Vanguard Total Bond Market ETF (NASDAQ:BND)

Heritage Wealth Management Inc. CA boosted its holdings in shares of Vanguard Total Bond Market ETF (NASDAQ:BND) by 6.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 49,094 shares of the company’s stock after acquiring an additional 3,155 shares during the period. Vanguard Total Bond Market ETF makes up approximately 2.5% of Heritage Wealth Management Inc. CA’s investment portfolio, making the stock its 9th largest holding. Heritage Wealth Management Inc. CA’s holdings in Vanguard Total Bond Market ETF were worth $3,530,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Larson Financial Group LLC increased its position in shares of Vanguard Total Bond Market ETF by 3.3% during the third quarter. Larson Financial Group LLC now owns 8,583 shares of the company’s stock worth $645,000 after acquiring an additional 274 shares in the last quarter. Centaurus Financial Inc. increased its holdings in Vanguard Total Bond Market ETF by 16.9% during the 3rd quarter. Centaurus Financial Inc. now owns 26,895 shares of the company’s stock worth $2,020,000 after purchasing an additional 3,890 shares in the last quarter. Bank of Hawaii increased its holdings in Vanguard Total Bond Market ETF by 7.5% during the 3rd quarter. Bank of Hawaii now owns 231,869 shares of the company’s stock worth $17,416,000 after purchasing an additional 16,155 shares in the last quarter. Boston Family Office LLC lifted its holdings in shares of Vanguard Total Bond Market ETF by 21.5% in the third quarter. Boston Family Office LLC now owns 25,995 shares of the company’s stock valued at $1,952,000 after purchasing an additional 4,594 shares in the last quarter. Finally, Truvestments Capital LLC acquired a new position in shares of Vanguard Total Bond Market ETF during the third quarter worth about $51,000.

Vanguard Total Bond Market ETF Trading Down 0.4 %

NASDAQ:BND opened at $73.00 on Tuesday. The stock has a 50-day simple moving average of $72.64 and a 200 day simple moving average of $73.10. Vanguard Total Bond Market ETF has a 52-week low of $70.37 and a 52-week high of $75.67.

Vanguard Total Bond Market ETF Cuts Dividend

The firm also recently declared a dividend, which was paid on Wednesday, March 5th. Stockholders of record on Monday, March 3rd were paid a dividend of $0.2195 per share. The ex-dividend date was Monday, March 3rd.

Vanguard Total Bond Market ETF Company Profile

The Vanguard Total Bond Market ETF (BND) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a broad, market-value-weighted index of US dollar-denominated, investment-grade, taxable, fixed-income securities with maturities of at least one year. BND was launched on Apr 3, 2007 and is managed by Vanguard.