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CFS Investment Advisory Services’s Vanguard Total World Bond ETF BNDW Stock Holding History

CFS Investment Advisory Services’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 		$694K Buy
10,172
+3,609
+55% +$246K 0.05% 225
2026
Q1 		$451K Sell
6,563
-5,871
-47% -$405K 0.03% 259
2025
Q4 		$855K Buy
+12,434
New +$866K 0.06% 194

Other funds holding BNDW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $407M AUM
Betterment LLC
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return
AC
Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return

CFS Investment Advisory Services's BNDW Position: Q2 2026 in Review

CFS Investment Advisory Services increased its Vanguard Total World Bond ETF (BNDW) stake by 55% in Q2 2026, buying an estimated $246K and bringing the position to 10,172 shares worth $694K. The position accounts for 0.05% of the portfolio, ranked #225.

CFS Investment Advisory Services first reported a position in BNDW in Q4 2025 and has held it in 3 quarters since. The position peaked at $855K in Q4 2025. 120 funds tracked by Wall St. Rank hold BNDW as of Q2 2026.

  • CFS Investment Advisory Services held 10,172 shares of Vanguard Total World Bond ETF worth $694K as of Q2 2026.
  • CFS Investment Advisory Services bought 3,609 Vanguard Total World Bond ETF shares in Q2 2026, an estimated $246K.
  • Vanguard Total World Bond ETF made up 0.05% of CFS Investment Advisory Services's portfolio in Q2 2026, its #225 holding.
  • CFS Investment Advisory Services first reported a position in Vanguard Total World Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • CFS Investment Advisory Services's Vanguard Total World Bond ETF position peaked at $855K in Q4 2025.
  • 120 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.