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

Claro 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 		– Sell
-4,174
Closed -$287K – 511
2025
Q4 		$287K Buy
+4,174
New +$291K 0.04% 337

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AFA
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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
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
AC
Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return

Claro Advisors's BNDW Position: Q1 2026 in Review

Claro Advisors sold out of Vanguard Total World Bond ETF (BNDW) in Q1 2026, closing a stake of 4,174 shares — an estimated $287K sold.

Claro Advisors first reported a position in BNDW in Q4 2025 and held it in 1 quarter. The position peaked at $287K in Q4 2025. 115 funds tracked by Wall St. Rank hold BNDW as of Q1 2026.

  • Claro Advisors reported no remaining Vanguard Total World Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Claro Advisors sold 4,174 Vanguard Total World Bond ETF shares in Q1 2026, an estimated $287K.
  • Claro Advisors first reported a position in Vanguard Total World Bond ETF in Q4 2025 and held it in 1 quarter.
  • Claro Advisors's Vanguard Total World Bond ETF position peaked at $287K in Q4 2025.
  • 115 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.