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

Ethos Financial Group’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 		$485K Buy
7,171
+467
+7% +$31.9K 0.03% 370
2026
Q1 		$458K Buy
6,704
+2,932
+78% +$202K 0.03% 326
2025
Q4 		$259K Buy
3,772
+726
+24% +$50.6K 0.02% 420
2025
Q3 		$212K Sell
3,046
-18
-0.6% -$1.25K 0.02% 434
2025
Q2 		$212K Buy
+3,064
New +$211K 0.02% 412
2023
Q3 		– Sell
-3,129
Closed -$216K – 184
2023
Q2 		$216K Hold
3,129
– – 0.07% 132
2023
Q1 		$216K Buy
3,129
+12
+0.4% +$820 0.07% 161
2022
Q4 		$209K Buy
+3,117
New +$210K 0.07% 135

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

Ethos Financial Group's BNDW Position: Q2 2026 in Review

Ethos Financial Group increased its Vanguard Total World Bond ETF (BNDW) stake by 7% in Q2 2026, buying an estimated $31.9K and bringing the position to 7,171 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #370.

Ethos Financial Group first reported a position in BNDW in Q4 2022 and has held it in 8 quarters since. 117 funds tracked by Wall St. Rank hold BNDW as of Q2 2026.

  • Ethos Financial Group held 7,171 shares of Vanguard Total World Bond ETF worth $485K as of Q2 2026.
  • Ethos Financial Group bought 467 Vanguard Total World Bond ETF shares in Q2 2026, an estimated $31.9K.
  • Vanguard Total World Bond ETF made up 0.03% of Ethos Financial Group's portfolio in Q2 2026, its #370 holding.
  • Ethos Financial Group first reported a position in Vanguard Total World Bond ETF in Q4 2022 and has held it in 8 quarters since.
  • 117 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.