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

Plan Group Financial’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	$1.63M	Buy	+23,258	New	+$1.65M	2.81%	13

Other funds holding BNDW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Plan Group Financial's BNDW Position: Q2 2022 in Review

Plan Group Financial opened a new position in Vanguard Total World Bond ETF (BNDW) in Q2 2022: 23,258 shares worth $1.63M. The stake represents 2.81% of the portfolio and ranks #13 among its holdings.

86 funds tracked by Wall St. Rank hold BNDW as of Q2 2022.

Plan Group Financial held 23,258 shares of Vanguard Total World Bond ETF worth $1.63M as of Q2 2022.
Vanguard Total World Bond ETF was a new Plan Group Financial position in Q2 2022.
Vanguard Total World Bond ETF made up 2.81% of Plan Group Financial's portfolio in Q2 2022, its #13 holding.
86 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2022.

Based on Plan Group Financial's 13F filing for Q2 2022, filed 12 Aug 2022.