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FormulaFolio Investments’s Vanguard Total World Bond ETF BNDW Stock Holding History

FormulaFolio Investments’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
2021
Q2 		$14K Hold
171
– – ﹤0.01% 214
2021
Q1 		$14K Buy
+171
New +$13.8K ﹤0.01% 213

Other funds holding BNDW

COCM
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
MIM
Moseley Investment Management Bradenton, Florida $314M AUM 22.17% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

FormulaFolio Investments's BNDW Position: Q2 2021 in Review

FormulaFolio Investments held its Vanguard Total World Bond ETF (BNDW) position steady in Q2 2021 at 171 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

FormulaFolio Investments first reported a position in BNDW in Q1 2021 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold BNDW as of Q2 2021.

  • FormulaFolio Investments held 171 shares of Vanguard Total World Bond ETF worth $14K as of Q2 2021.
  • FormulaFolio Investments left its Vanguard Total World Bond ETF share count unchanged in Q2 2021.
  • Vanguard Total World Bond ETF made up ﹤0.01% of FormulaFolio Investments's portfolio in Q2 2021, its #214 holding.
  • FormulaFolio Investments first reported a position in Vanguard Total World Bond ETF in Q1 2021 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.