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Abound Wealth Management’s Vanguard Total World Bond ETF BNDW Stock Holding History

Abound Wealth 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
2025
Q1 		– Sell
-178
Closed -$12.1K – 1280
2024
Q4 		$12.1K Buy
+178
New +$12.4K ﹤0.01% 359

Other funds holding BNDW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
AC
Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Abound Wealth Management's BNDW Position: Q1 2025 in Review

Abound Wealth Management sold out of Vanguard Total World Bond ETF (BNDW) in Q1 2025, closing a stake of 178 shares — an estimated $12.1K sold.

Abound Wealth Management first reported a position in BNDW in Q4 2024 and held it in 1 quarter. The position peaked at $12.1K in Q4 2024. 106 funds tracked by Wall St. Rank hold BNDW as of Q1 2025.

  • Abound Wealth Management reported no remaining Vanguard Total World Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Abound Wealth Management sold 178 Vanguard Total World Bond ETF shares in Q1 2025, an estimated $12.1K.
  • Abound Wealth Management first reported a position in Vanguard Total World Bond ETF in Q4 2024 and held it in 1 quarter.
  • Abound Wealth Management's Vanguard Total World Bond ETF position peaked at $12.1K in Q4 2024.
  • 106 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q1 2025.

Based on Abound Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.