LPWM
BNDW icon

Lake Point Wealth Management’s Vanguard Total World Bond ETF BNDW Stock Holding History

Lake Point Wealth 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
2022
Q2 		$688K Buy
9,812
+408
+4% +$29K 0.39% 16
2022
Q1 		$697K Buy
9,404
+3,156
+51% +$240K 0.32% 11
2021
Q4 		$490K Buy
6,248
+446
+8% +$35.5K 0.21% 19
2021
Q3 		$463K Buy
5,802
+123
+2% +$9.93K 0.21% 16
2021
Q2 		$455K Buy
+5,679
New +$453K 0.21% 17

Other funds holding BNDW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COCM
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 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
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Lake Point Wealth Management's BNDW Position: Q2 2022 in Review

Lake Point Wealth Management increased its Vanguard Total World Bond ETF (BNDW) stake by 4.3% in Q2 2022, buying an estimated $29K and bringing the position to 9,812 shares worth $688K. The position accounts for 0.39% of the portfolio, ranked #16.

Lake Point Wealth Management first reported a position in BNDW in Q2 2021 and has held it in 5 quarters since. The position peaked at $697K in Q1 2022. 86 funds tracked by Wall St. Rank hold BNDW as of Q2 2022.

  • Lake Point Wealth Management held 9,812 shares of Vanguard Total World Bond ETF worth $688K as of Q2 2022.
  • Lake Point Wealth Management bought 408 Vanguard Total World Bond ETF shares in Q2 2022, an estimated $29K.
  • Vanguard Total World Bond ETF made up 0.39% of Lake Point Wealth Management's portfolio in Q2 2022, its #16 holding.
  • Lake Point Wealth Management first reported a position in Vanguard Total World Bond ETF in Q2 2021 and has held it in 5 quarters since.
  • Lake Point Wealth Management's Vanguard Total World Bond ETF position peaked at $697K in Q1 2022.
  • 86 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.