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Acorn Wealth Advisors’s Vanguard Total World Bond ETF BNDW Stock Holding History

Acorn Wealth 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
2025
Q2 		– Sell
-4,035
Closed -$278K – 252
2025
Q1 		$278K Sell
4,035
-272
-6% -$18.6K 0.12% 180
2024
Q4 		$294K Sell
4,307
-175
-4% -$12.2K 0.12% 171
2024
Q3 		$316K Sell
4,482
-29
-0.6% -$2.02K 0.14% 158
2024
Q2 		$307K Sell
4,511
-286
-6% -$19.4K 0.15% 144
2024
Q1 		$329K Sell
4,797
-174
-4% -$11.9K 0.17% 126
2023
Q4 		$344K Sell
4,971
-184
-4% -$12.4K 0.2% 108
2023
Q3 		$342K Sell
5,155
-12
-0.2% -$810 0.23% 103
2023
Q2 		$354K Sell
5,167
-877
-15% -$60.2K 0.24% 100
2023
Q1 		$417K Hold
6,044
– – 0.31% 82
2022
Q4 		$405K Sell
6,044
-24
-0.4% -$1.62K 0.31% 77
2022
Q3 		$406K Sell
6,068
-15
-0.2% -$1.05K 0.33% 74
2022
Q2 		$427K Hold
6,083
– – 0.34% 74
2022
Q1 		$451K Buy
6,083
+77
+1% +$5.85K 0.31% 81
2021
Q4 		$471K Buy
6,006
+313
+5% +$24.9K 0.3% 82
2021
Q3 		$455K Buy
5,693
+79
+1% +$6.38K 0.32% 77
2021
Q2 		$450K Hold
5,614
– – 0.31% 80
2021
Q1 		$447K Buy
5,614
+1,196
+27% +$96.5K 0.32% 75
2020
Q4 		$363K Buy
+4,418
New +$362K 0.29% 85

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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

Acorn Wealth Advisors's BNDW Position: Q2 2025 in Review

Acorn Wealth Advisors sold out of Vanguard Total World Bond ETF (BNDW) in Q2 2025, closing a stake of 4,035 shares — an estimated $278K sold.

Acorn Wealth Advisors first reported a position in BNDW in Q4 2020 and held it in 18 quarters. The position peaked at $471K in Q4 2021. 98 funds tracked by Wall St. Rank hold BNDW as of Q2 2025.

  • Acorn Wealth Advisors reported no remaining Vanguard Total World Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Acorn Wealth Advisors sold 4,035 Vanguard Total World Bond ETF shares in Q2 2025, an estimated $278K.
  • Acorn Wealth Advisors first reported a position in Vanguard Total World Bond ETF in Q4 2020 and held it in 18 quarters.
  • Acorn Wealth Advisors's Vanguard Total World Bond ETF position peaked at $471K in Q4 2021.
  • 98 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2025.

Based on Acorn Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.