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Beacon Pointe Advisors’s Vanguard Total World Bond ETF BNDW Stock Holding History

Beacon Pointe Advisors’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 		$14.2M Sell
207,030
-49,020
-19% -$3.38M 0.07% 242
2025
Q4 		$17.6M Buy
256,050
+62,178
+32% +$4.33M 0.12% 174
2025
Q3 		$13.5M Buy
193,872
+5,958
+3% +$412K 0.11% 177
2025
Q2 		$13M Sell
187,914
-3,588
-2% -$247K 0.14% 146
2025
Q1 		$13.2M Sell
191,502
-3,001
-2% -$205K 0.15% 137
2024
Q4 		$13.3M Buy
194,503
+1,795
+0.9% +$125K 0.15% 138
2024
Q3 		$13.6M Sell
192,708
-16,431
-8% -$1.14M 0.16% 134
2024
Q2 		$14.2M Sell
209,139
-28,773
-12% -$1.95M 0.17% 132
2024
Q1 		$16.3M Sell
237,912
-29,737
-11% -$2.03M 0.18% 124
2023
Q4 		$18.5M Sell
267,649
-34,030
-11% -$2.29M 0.22% 112
2023
Q3 		$20M Buy
301,679
+69,784
+30% +$4.71M 0.25% 98
2023
Q2 		$15.9M Buy
231,895
+78,787
+51% +$5.41M 0.26% 94
2023
Q1 		$10.6M Buy
153,108
+53,074
+53% +$3.63M 0.18% 122
2022
Q4 		$6.71M Buy
100,034
+51,174
+105% +$3.45M 0.13% 158
2022
Q3 		$3.27M Buy
48,860
+11,578
+31% +$811K 0.07% 225
2022
Q2 		$2.62M Buy
37,282
+16,841
+82% +$1.2M 0.06% 277
2022
Q1 		$1.51M Buy
+20,441
New +$1.55M 0.02% 512

Other funds holding BNDW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $407M AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AFO
Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AC
Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return

Beacon Pointe Advisors's BNDW Position: Q1 2026 in Review

Beacon Pointe Advisors reduced its Vanguard Total World Bond ETF (BNDW) stake by 19% in Q1 2026, selling an estimated $3.38M and leaving 207,030 shares worth $14.2M. The position accounts for 0.07% of the portfolio, ranked #242.

Beacon Pointe Advisors first reported a position in BNDW in Q1 2022 and has held it in 17 quarters since. The position peaked at $20M in Q3 2023. 115 funds tracked by Wall St. Rank hold BNDW as of Q1 2026.

  • Beacon Pointe Advisors held 207,030 shares of Vanguard Total World Bond ETF worth $14.2M as of Q1 2026.
  • Beacon Pointe Advisors sold 49,020 Vanguard Total World Bond ETF shares in Q1 2026, an estimated $3.38M.
  • Vanguard Total World Bond ETF made up 0.07% of Beacon Pointe Advisors's portfolio in Q1 2026, its #242 holding.
  • Beacon Pointe Advisors first reported a position in Vanguard Total World Bond ETF in Q1 2022 and has held it in 17 quarters since.
  • Beacon Pointe Advisors's Vanguard Total World Bond ETF position peaked at $20M in Q3 2023.
  • 115 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.