Capstone Financial Advisors’s Vanguard Total World Bond ETF BNDW Stock Holding History

Capstone Financial 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 Q2	$242K	Buy	3,528 +30	+0.9%	+$2.05K	0.01%	163
2026 Q1	$239K	Sell	3,498 -380	-10%	-$26.2K	0.01%	150
2025 Q4	$267K	Buy	3,878 +69	+2%	+$4.81K	0.01%	144
2025 Q3	$265K	Sell	3,809 -594	-13%	-$41.1K	0.01%	147
2025 Q2	$305K	Buy	4,403 +952	+28%	+$65.4K	0.02%	123
2025 Q1	$237K	Buy	3,451 +17	+0.5%	+$1.16K	0.01%	129
2024 Q4	$234K	Buy	3,434 +65	+2%	+$4.51K	0.01%	133
2024 Q3	$238K	Buy	3,369 +26	+0.8%	+$1.81K	0.01%	127
2024 Q2	$227K	Buy	3,343 +24	+0.7%	+$1.63K	0.02%	133
2024 Q1	$228K	Buy	3,319 +16	+0.5%	+$1.09K	0.02%	128
2023 Q4	$229K	Buy	+3,303	New	+$222K	0.02%	124
2022 Q3	–	Sell	-12,143	Closed	-$852K	–	143
2022 Q2	$852K	Sell	12,143 -282	-2%	-$20.1K	0.07%	54
2022 Q1	$921K	Buy	+12,425	New	+$944K	0.07%	53

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

AFO

Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 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

Capstone Financial Advisors's BNDW Position: Q2 2026 in Review

Capstone Financial Advisors increased its Vanguard Total World Bond ETF (BNDW) stake by 0.86% in Q2 2026, buying an estimated $2.05K and bringing the position to 3,528 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #163.

Capstone Financial Advisors first reported a position in BNDW in Q1 2022 and has held it in 13 quarters since. The position peaked at $921K in Q1 2022. 119 funds tracked by Wall St. Rank hold BNDW as of Q2 2026.

Capstone Financial Advisors held 3,528 shares of Vanguard Total World Bond ETF worth $242K as of Q2 2026.
Capstone Financial Advisors bought 30 Vanguard Total World Bond ETF shares in Q2 2026, an estimated $2.05K.
Vanguard Total World Bond ETF made up 0.01% of Capstone Financial Advisors's portfolio in Q2 2026, its #163 holding.
Capstone Financial Advisors first reported a position in Vanguard Total World Bond ETF in Q1 2022 and has held it in 13 quarters since.
Capstone Financial Advisors's Vanguard Total World Bond ETF position peaked at $921K in Q1 2022.
119 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.