Corient Private Wealth
BNDW icon

Corient Private Wealth’s Vanguard Total World Bond ETF BNDW Stock Holding History

Corient Private Wealth’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 		– Sell
-4,214
Closed -$288K – 3005
2026
Q1 		$288K Hold
4,214
– – ﹤0.01% 2341
2025
Q4 		$290K Sell
4,214
-22
-0.5% -$1.53K ﹤0.01% 2191
2025
Q3 		$295K Buy
4,236
+22
+0.5% +$1.52K ﹤0.01% 2125
2025
Q2 		$292K Hold
4,214
– – ﹤0.01% 2005
2025
Q1 		$290K Buy
+4,214
New +$288K ﹤0.01% 1873

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 22.96% 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

Corient Private Wealth's BNDW Position: Q2 2026 in Review

Corient Private Wealth sold out of Vanguard Total World Bond ETF (BNDW) in Q2 2026, closing a stake of 4,214 shares — an estimated $288K sold.

Corient Private Wealth first reported a position in BNDW in Q1 2025 and held it in 5 quarters. The position peaked at $295K in Q3 2025. 117 funds tracked by Wall St. Rank hold BNDW as of Q2 2026.

  • Corient Private Wealth reported no remaining Vanguard Total World Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 4,214 Vanguard Total World Bond ETF shares in Q2 2026, an estimated $288K.
  • Corient Private Wealth first reported a position in Vanguard Total World Bond ETF in Q1 2025 and held it in 5 quarters.
  • Corient Private Wealth's Vanguard Total World Bond ETF position peaked at $295K in Q3 2025.
  • 117 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.