HighTower Advisors
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HighTower Advisors’s Vanguard Total World Bond ETF BNDW Stock Holding History

HighTower Advisors’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
2020
Q4 		– Sell
-5,556
Closed -$454K – 2619
2020
Q3 		$454K Buy
5,556
+1,852
+50% +$152K ﹤0.01% 1618
2020
Q2 		$301K Buy
3,704
+1
+0% +$81 ﹤0.01% 1735
2020
Q1 		$295K Buy
+3,703
New +$294K ﹤0.01% 1580

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
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
MIM
Moseley Investment Management Bradenton, Florida $314M AUM 22.17% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

HighTower Advisors's BNDW Position: Q4 2020 in Review

HighTower Advisors sold out of Vanguard Total World Bond ETF (BNDW) in Q4 2020, closing a stake of 5,556 shares — an estimated $454K sold.

HighTower Advisors first reported a position in BNDW in Q1 2020 and held it in 3 quarters. The position peaked at $454K in Q3 2020. 53 funds tracked by Wall St. Rank hold BNDW as of Q4 2020.

  • HighTower Advisors reported no remaining Vanguard Total World Bond ETF position as of Q4 2020 after selling out during the quarter.
  • HighTower Advisors sold 5,556 Vanguard Total World Bond ETF shares in Q4 2020, an estimated $454K.
  • HighTower Advisors first reported a position in Vanguard Total World Bond ETF in Q1 2020 and held it in 3 quarters.
  • HighTower Advisors's Vanguard Total World Bond ETF position peaked at $454K in Q3 2020.
  • 53 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q4 2020.

Based on HighTower Advisors's 13F filing for Q4 2020, filed 10 Feb 2021.