Betterment LLC
BNDW icon

Betterment LLC’s Vanguard Total World Bond ETF BNDW Stock Holding History

Betterment LLC’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 		$25.4M Buy
371,918
+10,502
+3% +$724K 0.05% 89
2025
Q4 		$24.8M Buy
361,416
+27,025
+8% +$1.88M 0.05% 91
2025
Q3 		$23.3M Buy
334,391
+24,785
+8% +$1.72M 0.05% 91
2025
Q2 		$21.5M Buy
309,606
+289,430
+1,435% +$19.9M 0.05% 90
2025
Q1 		$1.39M Sell
20,176
-12,747
-39% -$872K ﹤0.01% 236
2024
Q4 		$2.25M Sell
32,923
-27,587
-46% -$1.92M 0.01% 194
2024
Q3 		$4.27M Sell
60,510
-255
-0.4% -$17.7K 0.01% 133
2024
Q2 		$4.13M Buy
+60,765
New +$4.12M 0.01% 125

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
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
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Betterment LLC's BNDW Position: Q1 2026 in Review

Betterment LLC increased its Vanguard Total World Bond ETF (BNDW) stake by 2.9% in Q1 2026, buying an estimated $724K and bringing the position to 371,918 shares worth $25.4M. The position accounts for 0.05% of the portfolio, ranked #89.

Betterment LLC first reported a position in BNDW in Q2 2024 and has held it in 8 quarters since. 115 funds tracked by Wall St. Rank hold BNDW as of Q1 2026.

  • Betterment LLC held 371,918 shares of Vanguard Total World Bond ETF worth $25.4M as of Q1 2026.
  • Betterment LLC bought 10,502 Vanguard Total World Bond ETF shares in Q1 2026, an estimated $724K.
  • Vanguard Total World Bond ETF made up 0.05% of Betterment LLC's portfolio in Q1 2026, its #89 holding.
  • Betterment LLC first reported a position in Vanguard Total World Bond ETF in Q2 2024 and has held it in 8 quarters since.
  • 115 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.