Stone Summit Wealth LLC Buys 14,972 Shares of Vanguard Total World Bond ETF $BNDW

Stone Summit Wealth LLC raised its stake in shares of Vanguard Total World Bond ETF (NASDAQ:BNDW) by 11.7% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 143,098 shares of the company’s stock after purchasing an additional 14,972 shares during the quarter. Vanguard Total World Bond ETF accounts for about 2.6% of Stone Summit Wealth LLC’s investment portfolio, making the stock its 9th biggest position. Stone Summit Wealth LLC owned about 0.50% of Vanguard Total World Bond ETF worth $9,423,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Amicus Financial Advisors LLC bought a new stake in shares of Vanguard Total World Bond ETF in the fourth quarter valued at about $29,997,000. Waverly Advisors LLC grew its position in Vanguard Total World Bond ETF by 0.3% during the second quarter. Waverly Advisors LLC now owns 354,661 shares of the company’s stock worth $24,305,000 after buying an additional 1,113 shares in the last quarter. Bank of America Corp DE grew its position in Vanguard Total World Bond ETF by 3.8% during the first quarter. Bank of America Corp DE now owns 323,829 shares of the company’s stock worth $22,134,000 after buying an additional 11,779 shares in the last quarter. Envestnet Asset Management Inc. increased its stake in Vanguard Total World Bond ETF by 10.9% during the second quarter. Envestnet Asset Management Inc. now owns 275,549 shares of the company’s stock valued at $18,883,000 after acquiring an additional 27,096 shares during the period. Finally, E Wealth Partners LLC increased its stake in Vanguard Total World Bond ETF by 4.6% during the first quarter. E Wealth Partners LLC now owns 101,459 shares of the company’s stock valued at $6,935,000 after acquiring an additional 4,446 shares during the period.

Vanguard Total World Bond ETF Stock Performance

Shares of BNDW opened at $66.04 on Wednesday. The stock’s 50-day moving average price is $66.80 and its 200 day moving average price is $67.67. Vanguard Total World Bond ETF has a 12-month low of $65.47 and a 12-month high of $70.36.

About Vanguard Total World Bond ETF

The Vanguard Total World Bond ETF (BNDW) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a market-value-weighted index of global investment-grade bonds. BNDW was launched on Sep 4, 2018 and is managed by Vanguard.