ABLE Financial Group
BNDW icon

ABLE Financial Group’s Vanguard Total World Bond ETF BNDW Stock Holding History

ABLE Financial Group’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
2026
Q3 		– Sell
-7,300
Closed -$500K – 224
2026
Q2 		$500K Buy
+7,300
New +$498K 0.08% 142
2026
Q1 		– Sell
-20,290
Closed -$1.39M – 208
2025
Q4 		$1.39M Buy
+20,290
New +$1.41M 0.28% 68

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Two West Capital Advisors
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Stone Summit Wealth
Stone Summit Wealth Miami, Florida $370M AUM 13.2% 1-Year Est. Return
Five Pine Wealth Management
Five Pine Wealth Management Coeur D Alene, Idaho $177M AUM 8.09% 1-Year Est. Return
Alhambra Investment Management
Alhambra Investment Management Palmetto Bay, Florida $234M AUM 17.66% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
TSA Wealth Management
TSA Wealth Management Houston, Texas $356M AUM 14.81% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

ABLE Financial Group's BNDW Position: Q3 2026 in Review

ABLE Financial Group sold out of Vanguard Total World Bond ETF (BNDW) in Q3 2026, closing a stake of 7,300 shares — an estimated $500K sold.

ABLE Financial Group first reported a position in BNDW in Q4 2025 and held it in 2 quarters. The position peaked at $1.39M in Q4 2025. 28 funds tracked by Wall St. Rank hold BNDW as of Q3 2026.

  • ABLE Financial Group reported no remaining Vanguard Total World Bond ETF position as of Q3 2026 after selling out during the quarter.
  • ABLE Financial Group sold 7,300 Vanguard Total World Bond ETF shares in Q3 2026, an estimated $500K.
  • ABLE Financial Group first reported a position in Vanguard Total World Bond ETF in Q4 2025 and held it in 2 quarters.
  • ABLE Financial Group's Vanguard Total World Bond ETF position peaked at $1.39M in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q3 2026.

Based on ABLE Financial Group's 13F filing for Q3 2026, filed 14 Oct 2026.