Rockefeller Capital Management
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Rockefeller Capital Management’s Vanguard Total World Bond ETF BNDW Stock Holding History

Rockefeller Capital 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
2026
Q1 		– Sell
-105
Closed -$7.23K – 4711
2025
Q4 		$7.23K Buy
+105
New +$7.31K ﹤0.01% 3940
2022
Q4 		– Sell
-69
Closed -$4K – 3863
2022
Q3 		$4K Hold
69
– – ﹤0.01% 3382
2022
Q2 		$4K Hold
69
– – ﹤0.01% 3507
2022
Q1 		$5K Sell
69
-483
-88% -$36.7K ﹤0.01% 3318
2021
Q4 		$43K Hold
552
– – ﹤0.01% 2277
2021
Q3 		$44K Buy
+552
New +$44.6K ﹤0.01% 2190

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AFA
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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AFO
Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
AC
Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return

Rockefeller Capital Management's BNDW Position: Q1 2026 in Review

Rockefeller Capital Management sold out of Vanguard Total World Bond ETF (BNDW) in Q1 2026, closing a stake of 105 shares — an estimated $7.23K sold.

Rockefeller Capital Management first reported a position in BNDW in Q3 2021 and held it in 6 quarters. The position peaked at $44K in Q3 2021. 116 funds tracked by Wall St. Rank hold BNDW as of Q1 2026.

  • Rockefeller Capital Management reported no remaining Vanguard Total World Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 105 Vanguard Total World Bond ETF shares in Q1 2026, an estimated $7.23K.
  • Rockefeller Capital Management first reported a position in Vanguard Total World Bond ETF in Q3 2021 and held it in 6 quarters.
  • Rockefeller Capital Management's Vanguard Total World Bond ETF position peaked at $44K in Q3 2021.
  • 116 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.