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

Savant Capital’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
Q2 		– Sell
-4,997
Closed -$398K – 500
2021
Q1 		$398K Hold
4,997
– – 0.02% 319
2020
Q4 		$411K Buy
+4,997
New +$409K 0.02% 306

Other funds holding BNDW

COCM
Charter Oak Capital Management Portsmouth, New Hampshire $1.29B AUM 13.93% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 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
UWM
USAdvisors Wealth Management Eden Prairie, Minnesota $301M AUM 15.03% 1-Year Est. Return
MIM
Moseley Investment Management Bradenton, Florida $314M AUM 22.17% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $487M AUM 22.57% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Savant Capital's BNDW Position: Q2 2021 in Review

Savant Capital sold out of Vanguard Total World Bond ETF (BNDW) in Q2 2021, closing a stake of 4,997 shares — an estimated $398K sold.

Savant Capital first reported a position in BNDW in Q4 2020 and held it in 2 quarters. The position peaked at $411K in Q4 2020. 67 funds tracked by Wall St. Rank hold BNDW as of Q2 2021.

  • Savant Capital reported no remaining Vanguard Total World Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Savant Capital sold 4,997 Vanguard Total World Bond ETF shares in Q2 2021, an estimated $398K.
  • Savant Capital first reported a position in Vanguard Total World Bond ETF in Q4 2020 and held it in 2 quarters.
  • Savant Capital's Vanguard Total World Bond ETF position peaked at $411K in Q4 2020.
  • 67 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2021.

Based on Savant Capital's 13F filing for Q2 2021, filed 4 Aug 2021.