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E-Wealth Partners’s Vanguard Total World Bond ETF BNDW Stock Holding History

E-Wealth Partners’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 		$7.74M Buy
112,873
+11,414
+11% +$779K 5.59% 7
2026
Q1 		$6.93M Buy
101,459
+4,446
+5% +$306K 5.6% 5
2025
Q4 		$6.67M Buy
+97,013
New +$6.76M 5.6% 4

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

E-Wealth Partners's BNDW Position: Q2 2026 in Review

E-Wealth Partners increased its Vanguard Total World Bond ETF (BNDW) stake by 11% in Q2 2026, buying an estimated $779K and bringing the position to 112,873 shares worth $7.74M. The position accounts for 5.59% of the portfolio, ranked #7.

E-Wealth Partners first reported a position in BNDW in Q4 2025 and has held it in 3 quarters since. 117 funds tracked by Wall St. Rank hold BNDW as of Q2 2026.

  • E-Wealth Partners held 112,873 shares of Vanguard Total World Bond ETF worth $7.74M as of Q2 2026.
  • E-Wealth Partners bought 11,414 Vanguard Total World Bond ETF shares in Q2 2026, an estimated $779K.
  • Vanguard Total World Bond ETF made up 5.59% of E-Wealth Partners's portfolio in Q2 2026, its #7 holding.
  • E-Wealth Partners first reported a position in Vanguard Total World Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 117 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.