Apella Capital’s Vanguard Total World Bond ETF BNDW Stock Holding History

Apella Capital’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	$661K	Sell	9,730 -8,082	-45%	-$552K	0.01%	423
2026 Q1	$1.22M	Sell	17,812 -122	-0.7%	-$8.41K	0.02%	330
2025 Q4	$1.23M	Buy	17,934 +6	+0%	+$418	0.02%	253
2025 Q3	$1.26M	Sell	17,928 -482	-3%	-$33.4K	0.03%	224
2025 Q2	$1.27M	Sell	18,410 -133	-0.7%	-$9.14K	0.03%	198
2025 Q1	$1.27M	Sell	18,543 -1,106	-6%	-$75.7K	0.04%	168
2024 Q4	$1.34M	Buy	19,649 +36	+0.2%	+$2.5K	0.05%	143
2024 Q3	$1.38M	Buy	19,613 +9	+0%	+$626	0.06%	129
2024 Q2	$1.34M	Sell	19,604 -2,396	-11%	-$162K	0.06%	133
2024 Q1	$1.5M	Sell	22,000 -3,658	-14%	-$250K	0.08%	109
2023 Q4	$1.76M	Buy	25,658 +17,447	+212%	+$1.17M	0.1%	99
2023 Q3	$545K	Sell	8,211 -987	-11%	-$66.6K	0.04%	163
2023 Q2	$629K	Buy	+9,198	New	+$631K	0.04%	158
2022 Q4	$608K	Buy	+9,071	New	+$612K	0.06%	143

Other funds holding BNDW

Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

3 Factor Indexing Sacramento, California $118M AUM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return