DecisionPoint Financial’s Vanguard Total World Bond ETF BNDW Stock Holding History

DecisionPoint Financial’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 Q3	$61.8K	Hold	939	–	–	0.01%	124
2026 Q2	$64.1K	Hold	939	–	–	0.01%	93
2026 Q1	$64.2K	Hold	939	–	–	0.01%	81
2025 Q4	$64.5K	Buy	939 +24	+3%	+$1.67K	0.01%	78
2025 Q3	$63.7K	Hold	915	–	–	0.01%	70
2025 Q2	$63.3K	Sell	915 -477	-34%	-$32.8K	0.02%	75
2025 Q1	$95.8K	Sell	1,392 -136	-9%	-$9.31K	0.03%	56
2024 Q4	$104K	Sell	1,528 -146	-9%	-$10.1K	0.03%	54
2024 Q3	$118K	Buy	1,674 +49	+3%	+$3.41K	0.04%	47
2024 Q2	$113K	Hold	1,625	–	–	0.04%	48
2024 Q1	$109K	Hold	1,625	–	–	0.04%	48
2023 Q4	$112K	Sell	1,625 -116	-7%	-$7.81K	0.05%	40
2023 Q3	$115K	Sell	1,741 -143	-8%	-$9.6K	0.06%	34
2023 Q2	$129K	Sell	1,884 -4,966	-72%	-$341K	0.07%	31
2023 Q1	$473K	Buy	6,850 +1,551	+29%	+$106K	0.27%	23
2022 Q4	$355K	Buy	+5,299	New	+$357K	0.22%	23

Other funds holding BNDW

Aurelius Family Office Bedford, New Hampshire $252M AUM 7.58% 1-Year Est. Return

Two West Capital Advisors Overland Park, Kansas $201M AUM 9.67% 1-Year Est. Return

Stone Summit Wealth Miami, Florida $370M AUM 13.2% 1-Year Est. Return

Five Pine Wealth Management Coeur D Alene, Idaho $177M AUM 8.09% 1-Year Est. Return

Alhambra Investment Management Palmetto Bay, Florida $234M AUM 17.66% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

TSA Wealth Management Houston, Texas $356M AUM 14.81% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

DecisionPoint Financial's BNDW Position: Q3 2026 in Review

DecisionPoint Financial held its Vanguard Total World Bond ETF (BNDW) position steady in Q3 2026 at 939 shares worth $61.8K. The position accounts for 0.01% of the portfolio, ranked #124.

DecisionPoint Financial first reported a position in BNDW in Q4 2022 and has held it in 16 quarters since. The position peaked at $473K in Q1 2023. 34 funds tracked by Wall St. Rank hold BNDW as of Q3 2026.

DecisionPoint Financial held 939 shares of Vanguard Total World Bond ETF worth $61.8K as of Q3 2026.
DecisionPoint Financial left its Vanguard Total World Bond ETF share count unchanged in Q3 2026.
Vanguard Total World Bond ETF made up 0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #124 holding.
DecisionPoint Financial first reported a position in Vanguard Total World Bond ETF in Q4 2022 and has held it in 16 quarters since.
DecisionPoint Financial's Vanguard Total World Bond ETF position peaked at $473K in Q1 2023.
34 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.