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Private Advisor Group’s Vanguard Total World Bond ETF BNDW Stock Holding History

Private Advisor 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
2022
Q3 		– Sell
-10,522
Closed -$738K – 1940
2022
Q2 		$738K Sell
10,522
-56,598
-84% -$4.03M 0.01% 1218
2022
Q1 		$4.98M Sell
67,120
-18,145
-21% -$1.38M 0.04% 447
2021
Q4 		$6.69M Buy
+85,265
New +$6.79M 0.05% 359

Other funds holding BNDW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
COCM
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $229M AUM 19.21% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Private Advisor Group's BNDW Position: Q3 2022 in Review

Private Advisor Group sold out of Vanguard Total World Bond ETF (BNDW) in Q3 2022, closing a stake of 10,522 shares — an estimated $738K sold.

Private Advisor Group first reported a position in BNDW in Q4 2021 and held it in 3 quarters. The position peaked at $6.69M in Q4 2021. 77 funds tracked by Wall St. Rank hold BNDW as of Q3 2022.

  • Private Advisor Group reported no remaining Vanguard Total World Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Private Advisor Group sold 10,522 Vanguard Total World Bond ETF shares in Q3 2022, an estimated $738K.
  • Private Advisor Group first reported a position in Vanguard Total World Bond ETF in Q4 2021 and held it in 3 quarters.
  • Private Advisor Group's Vanguard Total World Bond ETF position peaked at $6.69M in Q4 2021.
  • 77 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q3 2022.

Based on Private Advisor Group's 13F filing for Q3 2022, filed 14 Oct 2022.