ACP
BNDW icon

Aveo Capital Partners’s Vanguard Total World Bond ETF BNDW Stock Holding History

Aveo Capital Partners’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
Q2 		– Sell
-2,981
Closed -$205K – 26
2025
Q1 		$205K Buy
+2,981
New +$204K 0.03% 173

Other funds holding BNDW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
AFO
Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
AC
Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Aveo Capital Partners's BNDW Position: Q2 2025 in Review

Aveo Capital Partners sold out of Vanguard Total World Bond ETF (BNDW) in Q2 2025, closing a stake of 2,981 shares — an estimated $205K sold.

Aveo Capital Partners first reported a position in BNDW in Q1 2025 and held it in 1 quarter. The position peaked at $205K in Q1 2025. 98 funds tracked by Wall St. Rank hold BNDW as of Q2 2025.

  • Aveo Capital Partners reported no remaining Vanguard Total World Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 2,981 Vanguard Total World Bond ETF shares in Q2 2025, an estimated $205K.
  • Aveo Capital Partners first reported a position in Vanguard Total World Bond ETF in Q1 2025 and held it in 1 quarter.
  • Aveo Capital Partners's Vanguard Total World Bond ETF position peaked at $205K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.