Stifel Financial
BNDW icon

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

Stifel 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
Q3 		– Sell
-2,924
Closed -$205K – 3286
2022
Q2 		$205K Sell
2,924
-6,153
-68% -$438K ﹤0.01% 2983
2022
Q1 		$673K Buy
+9,077
New +$690K ﹤0.01% 2399

Other funds holding BNDW

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $672B AUM 33.48% 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 $709M AUM 19.96% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 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 $80.9B AUM 26.08% 1-Year Est. Return

Stifel Financial's BNDW Position: Q3 2022 in Review

Stifel Financial sold out of Vanguard Total World Bond ETF (BNDW) in Q3 2022, closing a stake of 2,924 shares — an estimated $205K sold.

Stifel Financial first reported a position in BNDW in Q1 2022 and held it in 2 quarters. The position peaked at $673K in Q1 2022. 77 funds tracked by Wall St. Rank hold BNDW as of Q3 2022.

  • Stifel Financial reported no remaining Vanguard Total World Bond ETF position as of Q3 2022 after selling out during the quarter.
  • Stifel Financial sold 2,924 Vanguard Total World Bond ETF shares in Q3 2022, an estimated $205K.
  • Stifel Financial first reported a position in Vanguard Total World Bond ETF in Q1 2022 and held it in 2 quarters.
  • Stifel Financial's Vanguard Total World Bond ETF position peaked at $673K in Q1 2022.
  • 77 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q3 2022.

Based on Stifel Financial's 13F filing for Q3 2022, filed 14 Nov 2022.