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Sweeney & Michel’s Vanguard Total World Bond ETF BNDW Stock Holding History

Sweeney & Michel’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
Q3 		$573K Buy
8,558
+58
+0.7% +$3.91K 0.3% 56
2023
Q2 		$577K Buy
8,500
+1,249
+17% +$85.7K 0.3% 55
2023
Q1 		$496K Buy
+7,251
New +$496K 0.26% 62

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
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
KA
Kure Advisory Plymouth, Minnesota $184M AUM 16.02% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Sweeney & Michel's BNDW Position: Q3 2023 in Review

Sweeney & Michel increased its Vanguard Total World Bond ETF (BNDW) stake by 0.68% in Q3 2023, buying an estimated $3.91K and bringing the position to 8,558 shares worth $573K. The position accounts for 0.3% of the portfolio, ranked #56.

Sweeney & Michel first reported a position in BNDW in Q1 2023 and has held it in 3 quarters since. The position peaked at $577K in Q2 2023. 85 funds tracked by Wall St. Rank hold BNDW as of Q3 2023.

  • Sweeney & Michel held 8,558 shares of Vanguard Total World Bond ETF worth $573K as of Q3 2023.
  • Sweeney & Michel bought 58 Vanguard Total World Bond ETF shares in Q3 2023, an estimated $3.91K.
  • Vanguard Total World Bond ETF made up 0.3% of Sweeney & Michel's portfolio in Q3 2023, its #56 holding.
  • Sweeney & Michel first reported a position in Vanguard Total World Bond ETF in Q1 2023 and has held it in 3 quarters since.
  • Sweeney & Michel's Vanguard Total World Bond ETF position peaked at $577K in Q2 2023.
  • 85 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q3 2023.

Based on Sweeney & Michel's 13F filing for Q3 2023, filed 9 Nov 2023.