Creative Planning
BNDW icon

Creative Planning’s Vanguard Total World Bond ETF BNDW Stock Holding History

Creative Planning’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 		$349K Buy
5,112
+499
+11% +$34.4K ﹤0.01% 3299
2025
Q4 		$317K Sell
4,613
-13,167
-74% -$917K ﹤0.01% 3203
2025
Q3 		$1.24M Buy
17,780
+3,029
+21% +$210K ﹤0.01% 1921
2025
Q2 		$1.02M Sell
14,751
-29
-0.2% -$1.99K ﹤0.01% 1828
2025
Q1 		$1.02M Buy
14,780
+1,599
+12% +$109K ﹤0.01% 1700
2024
Q4 		$899K Buy
13,181
+118
+0.9% +$8.19K ﹤0.01% 1723
2024
Q3 		$922K Buy
13,063
+62
+0.5% +$4.32K ﹤0.01% 1578
2024
Q2 		$884K Buy
13,001
+2,219
+21% +$150K ﹤0.01% 1501
2024
Q1 		$740K Buy
10,782
+280
+3% +$19.1K ﹤0.01% 1561
2023
Q4 		$727K Buy
10,502
+348
+3% +$23.4K ﹤0.01% 1448
2023
Q3 		$674K Buy
10,154
+250
+3% +$16.9K ﹤0.01% 1369
2023
Q2 		$678K Hold
9,904
– – ﹤0.01% 1370
2023
Q1 		$683K Hold
9,904
– – ﹤0.01% 1291
2022
Q4 		$664K Buy
9,904
+4
+0% +$270 ﹤0.01% 1265
2022
Q3 		$663K Sell
9,900
-838
-8% -$58.7K ﹤0.01% 1160
2022
Q2 		$753K Buy
+10,738
New +$764K ﹤0.01% 1094
2022
Q1 		– Sell
-5,451
Closed -$428K – 2354
2021
Q4 		$428K Sell
5,451
-581
-10% -$46.3K ﹤0.01% 1396
2021
Q3 		$482K Buy
6,032
+688
+13% +$55.5K ﹤0.01% 1324
2021
Q2 		$429K Sell
5,344
-5,408
-50% -$432K ﹤0.01% 1362
2021
Q1 		$856K Buy
+10,752
New +$868K ﹤0.01% 1119

Other funds holding BNDW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $407M AUM
Betterment LLC
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
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Bank of America
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AC
Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return

Creative Planning's BNDW Position: Q1 2026 in Review

Creative Planning increased its Vanguard Total World Bond ETF (BNDW) stake by 11% in Q1 2026, buying an estimated $34.4K and bringing the position to 5,112 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #3299.

Creative Planning first reported a position in BNDW in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.24M in Q3 2025. 115 funds tracked by Wall St. Rank hold BNDW as of Q1 2026.

  • Creative Planning held 5,112 shares of Vanguard Total World Bond ETF worth $349K as of Q1 2026.
  • Creative Planning bought 499 Vanguard Total World Bond ETF shares in Q1 2026, an estimated $34.4K.
  • Vanguard Total World Bond ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3299 holding.
  • Creative Planning first reported a position in Vanguard Total World Bond ETF in Q1 2021 and has held it in 20 quarters since.
  • Creative Planning's Vanguard Total World Bond ETF position peaked at $1.24M in Q3 2025.
  • 115 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.