Aurelius Family Office’s Vanguard Total World Bond ETF BNDW Stock Holding History

Aurelius Family Office’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	$25.7M	Buy	375,706 +20,011	+6%	+$1.37M	10.14%	3
2026 Q1	$24.3M	Buy	355,695 +8,411	+2%	+$580K	10.57%	3
2025 Q4	$23.9M	Buy	347,284 +12,807	+4%	+$892K	10.28%	3
2025 Q3	$23.3M	Buy	334,477 +11,438	+4%	+$792K	10.37%	3
2025 Q2	$22.4M	Buy	323,039 +3,496	+1%	+$240K	10.58%	3
2025 Q1	$22M	Buy	319,543 +2,247	+0.7%	+$154K	11.15%	3
2024 Q4	$21.6M	Buy	+317,296	New	+$22M	10.91%	3

Other funds holding BNDW

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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