Chicago Partners Investment Group’s Vanguard Total World Bond ETF BNDW Stock Holding History

Chicago Partners Investment 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	$211K	Buy	3,085 +26	+0.8%	+$1.79K	﹤0.01%	1318
2025 Q4	$211K	Buy	3,059 +37	+1%	+$2.58K	0.01%	1209
2025 Q3	$213K	Buy	3,022 +4	+0.1%	+$277	0.01%	1138
2025 Q2	$208K	Buy	3,018 +3	+0.1%	+$206	0.01%	1031
2025 Q1	$208K	Buy	+3,015	New	+$206K	0.01%	854
2022 Q4	–	Sell	-6,836	Closed	-$451K	–	646
2022 Q3	$451K	Buy	6,836 +1,527	+29%	+$107K	0.03%	354
2022 Q2	$382K	Buy	5,309 +15	+0.3%	+$1.07K	0.03%	387
2022 Q1	$377K	Sell	5,294 -3,241	-38%	-$246K	0.03%	376
2021 Q4	$644K	Buy	8,535 +132	+2%	+$10.5K	0.05%	294
2021 Q3	$670K	Buy	8,403 +637	+8%	+$51.4K	0.05%	291
2021 Q2	$628K	Buy	7,766 +25	+0.3%	+$2K	0.05%	288
2021 Q1	$619K	Buy	+7,741	New	+$625K	0.05%	274

Other funds holding BNDW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFA

Amicus Financial Advisors Lubbock, Texas $363M AUM

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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TWCA

Two West Capital Advisors Overland Park, Kansas $189M AUM 14.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Applied Capital Little Rock, Arkansas $268M AUM 16.92% 1-Year Est. Return

Chicago Partners Investment Group's BNDW Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Vanguard Total World Bond ETF (BNDW) stake by 0.85% in Q1 2026, buying an estimated $1.79K and bringing the position to 3,085 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

Chicago Partners Investment Group first reported a position in BNDW in Q1 2021 and has held it in 12 quarters since. The position peaked at $670K in Q3 2021. 115 funds tracked by Wall St. Rank hold BNDW as of Q1 2026.

Chicago Partners Investment Group held 3,085 shares of Vanguard Total World Bond ETF worth $211K as of Q1 2026.
Chicago Partners Investment Group bought 26 Vanguard Total World Bond ETF shares in Q1 2026, an estimated $1.79K.
Vanguard Total World Bond ETF made up ﹤0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #1318 holding.
Chicago Partners Investment Group first reported a position in Vanguard Total World Bond ETF in Q1 2021 and has held it in 12 quarters since.
Chicago Partners Investment Group's Vanguard Total World Bond ETF position peaked at $670K in Q3 2021.
115 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.