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Baldrige Asset Management’s Vanguard Total World Bond ETF BNDW Stock Holding History

Baldrige Asset Management’s Portfolio BNDW Stock Details BNDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$6K Hold
84
– – ﹤0.01% 282
2022
Q4 		$6K Hold
84
– – ﹤0.01% 261
2022
Q3 		$6K Hold
84
– – ﹤0.01% 256
2022
Q2 		$6K Hold
84
– – ﹤0.01% 263
2022
Q1 		$6K Hold
84
– – ﹤0.01% 276
2021
Q4 		$7K Hold
84
– – ﹤0.01% 283
2021
Q3 		$7K Buy
+84
New +$6.78K ﹤0.01% 296

Other funds holding BNDW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
COCM
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
AC
Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return

Baldrige Asset Management's BNDW Position: Q1 2023 in Review

Baldrige Asset Management held its Vanguard Total World Bond ETF (BNDW) position steady in Q1 2023 at 84 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Baldrige Asset Management first reported a position in BNDW in Q3 2021 and has held it in 7 quarters since. The position peaked at $7K in Q4 2021. 86 funds tracked by Wall St. Rank hold BNDW as of Q1 2023.

  • Baldrige Asset Management held 84 shares of Vanguard Total World Bond ETF worth $6K as of Q1 2023.
  • Baldrige Asset Management left its Vanguard Total World Bond ETF share count unchanged in Q1 2023.
  • Vanguard Total World Bond ETF made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #282 holding.
  • Baldrige Asset Management first reported a position in Vanguard Total World Bond ETF in Q3 2021 and has held it in 7 quarters since.
  • Baldrige Asset Management's Vanguard Total World Bond ETF position peaked at $7K in Q4 2021.
  • 86 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.