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 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%	-$9.65K	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 New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AFA

Amicus Financial Advisors Lubbock, Texas $407M AUM

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return

DecisionPoint Financial's BNDW Position: Q2 2026 in Review

DecisionPoint Financial held its Vanguard Total World Bond ETF (BNDW) position steady in Q2 2026 at 939 shares worth $64.1K. The position accounts for 0.01% of the portfolio, ranked #93.

DecisionPoint Financial first reported a position in BNDW in Q4 2022 and has held it in 15 quarters since. The position peaked at $473K in Q1 2023. 119 funds tracked by Wall St. Rank hold BNDW as of Q2 2026.

DecisionPoint Financial held 939 shares of Vanguard Total World Bond ETF worth $64.1K as of Q2 2026.
DecisionPoint Financial left its Vanguard Total World Bond ETF share count unchanged in Q2 2026.
Vanguard Total World Bond ETF made up 0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #93 holding.
DecisionPoint Financial first reported a position in Vanguard Total World Bond ETF in Q4 2022 and has held it in 15 quarters since.
DecisionPoint Financial's Vanguard Total World Bond ETF position peaked at $473K in Q1 2023.
119 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.