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BNDW icon

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
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% -$9.65K 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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $363M 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 $13.3B 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 $268M AUM 16.92% 1-Year Est. Return