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 Q3	$4.14M	Sell	62,874 -18,027	-22%	-$1.21M	2.34%	12
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

Aurelius Family Office Bedford, New Hampshire $252M AUM 7.58% 1-Year Est. Return

Two West Capital Advisors Overland Park, Kansas $201M AUM 9.67% 1-Year Est. Return

Stone Summit Wealth Miami, Florida $370M AUM 13.2% 1-Year Est. Return

Alhambra Investment Management Palmetto Bay, Florida $234M AUM 17.66% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

TSA Wealth Management Houston, Texas $356M AUM 14.81% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Braun-Bostich & Associates Canonsburg, Pennsylvania $175M AUM 13.61% 1-Year Est. Return

Five Pine Wealth Management's BNDW Position: Q3 2026 in Review

Five Pine Wealth Management reduced its Vanguard Total World Bond ETF (BNDW) stake by 22% in Q3 2026, selling an estimated $1.21M and leaving 62,874 shares worth $4.14M. The position accounts for 2.34% of the portfolio, ranked #12.

Five Pine Wealth Management first reported a position in BNDW in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.54M in Q2 2026. 28 funds tracked by Wall St. Rank hold BNDW as of Q3 2026.

Five Pine Wealth Management held 62,874 shares of Vanguard Total World Bond ETF worth $4.14M as of Q3 2026.
Five Pine Wealth Management sold 18,027 Vanguard Total World Bond ETF shares in Q3 2026, an estimated $1.21M.
Vanguard Total World Bond ETF made up 2.34% of Five Pine Wealth Management's portfolio in Q3 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 8 quarters since.
Five Pine Wealth Management's Vanguard Total World Bond ETF position peaked at $5.54M in Q2 2026.
28 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q3 2026.

Based on Five Pine Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.