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

TFC Financial 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 		– Sell
-475
Closed -$33.5K – 985
2024
Q3 		$33.5K Buy
+475
New +$33.1K 0.01% 283

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 $201M AUM 16.71% 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

TFC Financial Management's BNDW Position: Q4 2024 in Review

TFC Financial Management sold out of Vanguard Total World Bond ETF (BNDW) in Q4 2024, closing a stake of 475 shares — an estimated $33.5K sold.

TFC Financial Management first reported a position in BNDW in Q3 2024 and held it in 1 quarter. The position peaked at $33.5K in Q3 2024. 107 funds tracked by Wall St. Rank hold BNDW as of Q4 2024.

  • TFC Financial Management reported no remaining Vanguard Total World Bond ETF position as of Q4 2024 after selling out during the quarter.
  • TFC Financial Management sold 475 Vanguard Total World Bond ETF shares in Q4 2024, an estimated $33.5K.
  • TFC Financial Management first reported a position in Vanguard Total World Bond ETF in Q3 2024 and held it in 1 quarter.
  • TFC Financial Management's Vanguard Total World Bond ETF position peaked at $33.5K in Q3 2024.
  • 107 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q4 2024.

Based on TFC Financial Management's 13F filing for Q4 2024, filed 29 Jan 2025.