Five Pine Wealth Management’s Vanguard Total World Bond ETF BNDW Stock Holding History

Five Pine Wealth Management’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	$5.54M	Buy	80,901 +2,795	+4%	+$191K	3.14%	12
2026 Q1	$5.34M	Buy	78,106 +16,424	+27%	+$1.13M	3.32%	10
2025 Q4	$4.24M	Buy	61,682 +7,171	+13%	+$499K	2.72%	12
2025 Q3	$3.8M	Sell	54,511 -1,914	-3%	-$132K	2.57%	13
2025 Q2	$3.91M	Buy	56,425 +4,706	+9%	+$323K	2.89%	11
2025 Q1	$3.56M	Buy	51,719 +10,806	+26%	+$739K	2.9%	12
2024 Q4	$2.79M	Buy	+40,913	New	+$2.84M	2.35%	12

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

Five Pine Wealth Management's BNDW Position: Q2 2026 in Review

Five Pine Wealth Management increased its Vanguard Total World Bond ETF (BNDW) stake by 3.6% in Q2 2026, buying an estimated $191K and bringing the position to 80,901 shares worth $5.54M. The position accounts for 3.14% of the portfolio, ranked #12.

Five Pine Wealth Management first reported a position in BNDW in Q4 2024 and has held it in 7 quarters since. 119 funds tracked by Wall St. Rank hold BNDW as of Q2 2026.

Five Pine Wealth Management held 80,901 shares of Vanguard Total World Bond ETF worth $5.54M as of Q2 2026.
Five Pine Wealth Management bought 2,795 Vanguard Total World Bond ETF shares in Q2 2026, an estimated $191K.
Vanguard Total World Bond ETF made up 3.14% of Five Pine Wealth Management's portfolio in Q2 2026, its #12 holding.
Five Pine Wealth Management first reported a position in Vanguard Total World Bond ETF in Q4 2024 and has held it in 7 quarters since.
119 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2026.

Based on Five Pine Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.