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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AFA

Amicus Financial Advisors Lubbock, Texas $407M AUM

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return

Apella Capital's BNDW Position: Q2 2026 in Review

Apella Capital reduced its Vanguard Total World Bond ETF (BNDW) stake by 45% in Q2 2026, selling an estimated $552K and leaving 9,730 shares worth $661K. The position accounts for 0.01% of the portfolio, ranked #423.

Apella Capital first reported a position in BNDW in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.76M in Q4 2023. 119 funds tracked by Wall St. Rank hold BNDW as of Q2 2026.

Apella Capital held 9,730 shares of Vanguard Total World Bond ETF worth $661K as of Q2 2026.
Apella Capital sold 8,082 Vanguard Total World Bond ETF shares in Q2 2026, an estimated $552K.
Vanguard Total World Bond ETF made up 0.01% of Apella Capital's portfolio in Q2 2026, its #423 holding.
Apella Capital first reported a position in Vanguard Total World Bond ETF in Q4 2022 and has held it in 14 quarters since.
Apella Capital's Vanguard Total World Bond ETF position peaked at $1.76M in Q4 2023.
119 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.