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

Wipfli Financial Advisors’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	$47K	Buy	+675	New	+$47.3K	﹤0.01%	1109

Other funds holding BNDW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wipfli Financial Advisors's BNDW Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Vanguard Total World Bond ETF (BNDW) in Q3 2022: 675 shares worth $47K. The stake represents ﹤0.01% of the portfolio and ranks #1109 among its holdings.

77 funds tracked by Wall St. Rank hold BNDW as of Q3 2022.

Wipfli Financial Advisors held 675 shares of Vanguard Total World Bond ETF worth $47K as of Q3 2022.
Vanguard Total World Bond ETF was a new Wipfli Financial Advisors position in Q3 2022.
Vanguard Total World Bond ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1109 holding.
77 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.