Atria Investments’s Vanguard Total World Bond ETF BNDW Stock Holding History

Atria Investments’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
2025 Q1	–	Sell	-17,699	Closed	-$1.21M	–	1908
2024 Q4	$1.21M	Buy	+17,699	New	+$1.23M	0.02%	886
2022 Q3	–	Sell	-31,764	Closed	-$2.23M	–	739
2022 Q2	$2.23M	Buy	31,764 +5,679	+22%	+$404K	0.05%	464
2022 Q1	$1.93M	Buy	+26,085	New	+$1.98M	0.03%	586
2021 Q4	–	Sell	-15,187	Closed	-$1.21M	–	844
2021 Q3	$1.21M	Sell	15,187 -1,837	-11%	-$148K	0.02%	713
2021 Q2	$1.36M	Sell	17,024 -3,640	-18%	-$290K	0.03%	651
2021 Q1	$1.65M	Sell	20,664 -691	-3%	-$55.8K	0.04%	529
2020 Q4	$1.75M	Buy	21,355 +4,232	+25%	+$346K	0.04%	460
2020 Q3	$1.4M	Sell	17,123 -666	-4%	-$54.5K	0.04%	456
2020 Q2	$1.45M	Sell	17,789 -5,480	-24%	-$442K	0.05%	392
2020 Q1	$1.85M	Buy	+23,269	New	+$1.85M	0.14%	144

Other funds holding BNDW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

AFO

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

TWCA

Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atria Investments's BNDW Position: Q1 2025 in Review

Atria Investments sold out of Vanguard Total World Bond ETF (BNDW) in Q1 2025, closing a stake of 17,699 shares — an estimated $1.21M sold.

Atria Investments first reported a position in BNDW in Q1 2020 and held it in 10 quarters. The position peaked at $2.23M in Q2 2022. 106 funds tracked by Wall St. Rank hold BNDW as of Q1 2025.

Atria Investments reported no remaining Vanguard Total World Bond ETF position as of Q1 2025 after selling out during the quarter.
Atria Investments sold 17,699 Vanguard Total World Bond ETF shares in Q1 2025, an estimated $1.21M.
Atria Investments first reported a position in Vanguard Total World Bond ETF in Q1 2020 and held it in 10 quarters.
Atria Investments's Vanguard Total World Bond ETF position peaked at $2.23M in Q2 2022.
106 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q1 2025.

Based on Atria Investments's 13F filing for Q1 2025, filed 6 May 2025.