SWM
BNDW icon

Sugarloaf Wealth Management’s Vanguard Total World Bond ETF BNDW Stock Holding History

Sugarloaf Wealth 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
2024
Q4 		$3.59K Buy
53
+1
+2% +$69 ﹤0.01% 595
2024
Q3 		$3.64K Buy
52
+1
+2% +$70 ﹤0.01% 592
2024
Q2 		$3.48K Hold
51
– – ﹤0.01% 557
2024
Q1 		$3.49K Hold
51
– – ﹤0.01% 560
2023
Q4 		$3.5K Buy
51
+1
+2% +$67 ﹤0.01% 569
2023
Q3 		$3.29K Buy
50
+1
+2% +$67 ﹤0.01% 566
2023
Q2 		$3.37K Buy
49
+1
+2% +$69 ﹤0.01% 579
2023
Q1 		$3.37K Sell
48
-1
-2% -$68 ﹤0.01% 581
2022
Q4 		$3.27K Hold
49
– – ﹤0.01% 627
2022
Q3 		$4K Hold
49
– – ﹤0.01% 640
2022
Q2 		$3K Buy
49
+1
+2% +$71 ﹤0.01% 653
2022
Q1 		$4K Sell
48
-20
-29% -$1.52K ﹤0.01% 582
2021
Q4 		$5K Sell
68
-79
-54% -$6.29K ﹤0.01% 585
2021
Q3 		$12K Buy
147
+1
+0.7% +$81 ﹤0.01% 496
2021
Q2 		$12K Sell
146
-411
-74% -$32.8K ﹤0.01% 471
2021
Q1 		$44 Sell
557
-405
-42% -$32.7K 0.01% 287
2020
Q4 		$79K Sell
962
-327
-25% -$26.8K 0.03% 200
2020
Q3 		$105K Sell
1,289
-222
-15% -$18.2K 0.04% 156
2020
Q2 		$123K Sell
1,511
-415
-22% -$33.5K 0.05% 144
2020
Q1 		$153K Buy
+1,926
New +$153K 0.07% 120

Other funds holding BNDW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AFO
Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $189M AUM 14.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Sugarloaf Wealth Management's BNDW Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Vanguard Total World Bond ETF (BNDW) stake by 1.9% in Q4 2024, buying an estimated $69 and bringing the position to 53 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Sugarloaf Wealth Management first reported a position in BNDW in Q1 2020 and has held it in 20 quarters since. The position peaked at $153K in Q1 2020. 107 funds tracked by Wall St. Rank hold BNDW as of Q4 2024.

  • Sugarloaf Wealth Management held 53 shares of Vanguard Total World Bond ETF worth $3.59K as of Q4 2024.
  • Sugarloaf Wealth Management bought 1 Vanguard Total World Bond ETF share in Q4 2024, an estimated $69.
  • Vanguard Total World Bond ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #595 holding.
  • Sugarloaf Wealth Management first reported a position in Vanguard Total World Bond ETF in Q1 2020 and has held it in 20 quarters since.
  • Sugarloaf Wealth Management's Vanguard Total World Bond ETF position peaked at $153K in Q1 2020.
  • 107 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.