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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $407M AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AFO
Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AC
Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return

Arcadia Wealth Management (New York)'s BNDW Position: Q1 2026 in Review

Arcadia Wealth Management (New York) reduced its Vanguard Total World Bond ETF (BNDW) stake by 1.7% in Q1 2026, selling an estimated $6.89K and leaving 5,825 shares worth $398K. The position accounts for 0.22% of the portfolio, ranked #38.

Arcadia Wealth Management (New York) first reported a position in BNDW in Q4 2024 and has held it in 6 quarters since. The position peaked at $532K in Q4 2024. 115 funds tracked by Wall St. Rank hold BNDW as of Q1 2026.

  • Arcadia Wealth Management (New York) held 5,825 shares of Vanguard Total World Bond ETF worth $398K as of Q1 2026.
  • Arcadia Wealth Management (New York) sold 100 Vanguard Total World Bond ETF shares in Q1 2026, an estimated $6.89K.
  • Vanguard Total World Bond ETF made up 0.22% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #38 holding.
  • Arcadia Wealth Management (New York) first reported a position in Vanguard Total World Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Arcadia Wealth Management (New York)'s Vanguard Total World Bond ETF position peaked at $532K in Q4 2024.
  • 115 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.