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Simplicity Solutions’s Vanguard Total World Bond ETF BNDW Stock Holding History

Simplicity Solutions’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
2023
Q4 		$1.89M Buy
+27,281
New +$1.84M 0.05% 305

Other funds holding BNDW

BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
OWA
Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $184M AUM 16.02% 1-Year Est. Return
CGPCS
Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Simplicity Solutions's BNDW Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Vanguard Total World Bond ETF (BNDW) in Q4 2023: 27,281 shares worth $1.89M. The stake represents 0.05% of the portfolio and ranks #305 among its holdings.

93 funds tracked by Wall St. Rank hold BNDW as of Q4 2023.

  • Simplicity Solutions held 27,281 shares of Vanguard Total World Bond ETF worth $1.89M as of Q4 2023.
  • Vanguard Total World Bond ETF was a new Simplicity Solutions position in Q4 2023.
  • Vanguard Total World Bond ETF made up 0.05% of Simplicity Solutions's portfolio in Q4 2023, its #305 holding.
  • 93 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.