Arcadia Wealth Management (New York)’s Vanguard Total World Bond ETF BNDW Stock Holding History

Arcadia Wealth Management (New York)’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	$285K	Sell	4,166 -1,659	-28%	-$113K	0.14%	46
2026 Q1	$398K	Sell	5,825 -100	-2%	-$6.89K	0.22%	38
2025 Q4	$407K	Hold	5,925	–	–	0.23%	37
2025 Q3	$413K	Hold	5,925	–	–	0.25%	36
2025 Q2	$411K	Sell	5,925 -170	-3%	-$11.7K	0.28%	36
2025 Q1	$419K	Sell	6,095 -1,702	-22%	-$116K	0.33%	35
2024 Q4	$532K	Buy	+7,797	New	+$541K	0.45%	31

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 22.9% 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

Arcadia Wealth Management (New York)'s BNDW Position: Q2 2026 in Review

Arcadia Wealth Management (New York) reduced its Vanguard Total World Bond ETF (BNDW) stake by 28% in Q2 2026, selling an estimated $113K and leaving 4,166 shares worth $285K. The position accounts for 0.14% of the portfolio, ranked #46.

Arcadia Wealth Management (New York) first reported a position in BNDW in Q4 2024 and has held it in 7 quarters since. The position peaked at $532K in Q4 2024. 120 funds tracked by Wall St. Rank hold BNDW as of Q2 2026.

Arcadia Wealth Management (New York) held 4,166 shares of Vanguard Total World Bond ETF worth $285K as of Q2 2026.
Arcadia Wealth Management (New York) sold 1,659 Vanguard Total World Bond ETF shares in Q2 2026, an estimated $113K.
Vanguard Total World Bond ETF made up 0.14% of Arcadia Wealth Management (New York)'s portfolio in Q2 2026, its #46 holding.
Arcadia Wealth Management (New York) first reported a position in Vanguard Total World Bond ETF in Q4 2024 and has held it in 7 quarters since.
Arcadia Wealth Management (New York)'s Vanguard Total World Bond ETF position peaked at $532K in Q4 2024.
120 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.