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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $407M AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AFO
Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AC
Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return

Five Pine Wealth Management's BNDW Position: Q1 2026 in Review

Five Pine Wealth Management increased its Vanguard Total World Bond ETF (BNDW) stake by 27% in Q1 2026, buying an estimated $1.13M and bringing the position to 78,106 shares worth $5.34M. The position accounts for 3.32% of the portfolio, ranked #10.

Five Pine Wealth Management first reported a position in BNDW in Q4 2024 and has held it in 6 quarters since. 115 funds tracked by Wall St. Rank hold BNDW as of Q1 2026.

  • Five Pine Wealth Management held 78,106 shares of Vanguard Total World Bond ETF worth $5.34M as of Q1 2026.
  • Five Pine Wealth Management bought 16,424 Vanguard Total World Bond ETF shares in Q1 2026, an estimated $1.13M.
  • Vanguard Total World Bond ETF made up 3.32% of Five Pine Wealth Management's portfolio in Q1 2026, its #10 holding.
  • Five Pine Wealth Management first reported a position in Vanguard Total World Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 115 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q1 2026.

Based on Five Pine Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.