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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Aurelius Family Office's BNDW Position: Q2 2026 in Review

Aurelius Family Office increased its Vanguard Total World Bond ETF (BNDW) stake by 5.6% in Q2 2026, buying an estimated $1.37M and bringing the position to 375,706 shares worth $25.7M. The position accounts for 10.14% of the portfolio, ranked #3.

Aurelius Family Office first reported a position in BNDW in Q4 2024 and has held it in 7 quarters since. 119 funds tracked by Wall St. Rank hold BNDW as of Q2 2026.

Aurelius Family Office held 375,706 shares of Vanguard Total World Bond ETF worth $25.7M as of Q2 2026.
Aurelius Family Office bought 20,011 Vanguard Total World Bond ETF shares in Q2 2026, an estimated $1.37M.
Vanguard Total World Bond ETF made up 10.14% of Aurelius Family Office's portfolio in Q2 2026, its #3 holding.
Aurelius Family Office first reported a position in Vanguard Total World Bond ETF in Q4 2024 and has held it in 7 quarters since.
119 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2026.

Based on Aurelius Family Office's 13F filing for Q2 2026, filed 13 Jul 2026.