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Next Financial Group’s Vanguard Total World Bond ETF BNDW Stock Holding History

Next Financial Group’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
Q4 		$484K Buy
6,174
+852
+16% +$67.8K 0.03% 562
2021
Q3 		$425K Buy
5,322
+1,032
+24% +$83.3K 0.03% 528
2021
Q2 		$344K Buy
4,290
+314
+8% +$25.1K 0.03% 609
2021
Q1 		$317K Buy
3,976
+2,064
+108% +$167K 0.03% 607
2020
Q4 		$157K Buy
1,912
+1,649
+627% +$135K 0.02% 801
2020
Q3 		$22K Buy
+263
New +$21.5K ﹤0.01% 1366

Other funds holding BNDW

LW
Libra Wealth Los Gatos, California $355M AUM 17.36% 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
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Next Financial Group's BNDW Position: Q4 2021 in Review

Next Financial Group increased its Vanguard Total World Bond ETF (BNDW) stake by 16% in Q4 2021, buying an estimated $67.8K and bringing the position to 6,174 shares worth $484K. The position accounts for 0.03% of the portfolio, ranked #562.

Next Financial Group first reported a position in BNDW in Q3 2020 and has held it in 6 quarters since. 82 funds tracked by Wall St. Rank hold BNDW as of Q4 2021.

  • Next Financial Group held 6,174 shares of Vanguard Total World Bond ETF worth $484K as of Q4 2021.
  • Next Financial Group bought 852 Vanguard Total World Bond ETF shares in Q4 2021, an estimated $67.8K.
  • Vanguard Total World Bond ETF made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #562 holding.
  • Next Financial Group first reported a position in Vanguard Total World Bond ETF in Q3 2020 and has held it in 6 quarters since.
  • 82 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.