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Aegis Wealth Management (Maryland)’s Vanguard Total World Bond ETF BNDW Stock Holding History

Aegis Wealth Management (Maryland)’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
Q2 		$223K Hold
3,259
– – 0.11% 150
2026
Q1 		$223K Hold
3,259
– – 0.13% 112
2025
Q4 		$224K Hold
3,259
– – 0.13% 116
2025
Q3 		$227K Buy
+3,259
New +$226K 0.12% 117

Other funds holding BNDW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $407M AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AFO
Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return
AC
Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s BNDW Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) held its Vanguard Total World Bond ETF (BNDW) position steady in Q2 2026 at 3,259 shares worth $223K. The position accounts for 0.11% of the portfolio, ranked #150.

Aegis Wealth Management (Maryland) first reported a position in BNDW in Q3 2025 and has held it in 4 quarters since. The position peaked at $227K in Q3 2025. 117 funds tracked by Wall St. Rank hold BNDW as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 3,259 shares of Vanguard Total World Bond ETF worth $223K as of Q2 2026.
  • Aegis Wealth Management (Maryland) left its Vanguard Total World Bond ETF share count unchanged in Q2 2026.
  • Vanguard Total World Bond ETF made up 0.11% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #150 holding.
  • Aegis Wealth Management (Maryland) first reported a position in Vanguard Total World Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Aegis Wealth Management (Maryland)'s Vanguard Total World Bond ETF position peaked at $227K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.