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Beacon Financial Group’s Vanguard Total World Bond ETF BNDW Stock Holding History

Beacon Financial Group’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 		– Sell
-5,556
Closed -$382K – 351
2025
Q4 		$382K Buy
+5,556
New +$387K 0.04% 265

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WA
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Bank of America
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TWCA
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AC
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Beacon Financial Group's BNDW Position: Q1 2026 in Review

Beacon Financial Group sold out of Vanguard Total World Bond ETF (BNDW) in Q1 2026, closing a stake of 5,556 shares — an estimated $382K sold.

Beacon Financial Group first reported a position in BNDW in Q4 2025 and held it in 1 quarter. The position peaked at $382K in Q4 2025. 115 funds tracked by Wall St. Rank hold BNDW as of Q1 2026.

  • Beacon Financial Group reported no remaining Vanguard Total World Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Beacon Financial Group sold 5,556 Vanguard Total World Bond ETF shares in Q1 2026, an estimated $382K.
  • Beacon Financial Group first reported a position in Vanguard Total World Bond ETF in Q4 2025 and held it in 1 quarter.
  • Beacon Financial Group's Vanguard Total World Bond ETF position peaked at $382K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q1 2026.

Based on Beacon Financial Group's 13F filing for Q1 2026, filed 30 Apr 2026.