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Foundations Investment Advisors’s Vanguard Total World Bond ETF BNDW Stock Holding History

Foundations Investment Advisors’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
2025
Q3 		– Sell
-21,451
Closed -$1.49M – 1043
2025
Q2 		$1.49M Sell
21,451
-97
-0.5% -$6.67K 0.02% 346
2025
Q1 		$1.48M Buy
21,548
+4,146
+24% +$284K 0.03% 332
2024
Q4 		$1.19M Buy
17,402
+3,946
+29% +$274K 0.02% 373
2024
Q3 		$950K Buy
13,456
+1,718
+15% +$120K 0.02% 367
2024
Q2 		$798K Buy
11,738
+3,371
+40% +$229K 0.02% 387
2024
Q1 		$574K Buy
8,367
+904
+12% +$61.8K 0.02% 440
2023
Q4 		$515K Buy
+7,463
New +$502K 0.01% 434

Other funds holding BNDW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFO
Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $189M AUM 14.02% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
AC
Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return
SSW
Stone Summit Wealth Miami, Florida $359M AUM 20.09% 1-Year Est. Return

Foundations Investment Advisors's BNDW Position: Q3 2025 in Review

Foundations Investment Advisors sold out of Vanguard Total World Bond ETF (BNDW) in Q3 2025, closing a stake of 21,451 shares — an estimated $1.49M sold.

Foundations Investment Advisors first reported a position in BNDW in Q4 2023 and held it in 7 quarters. The position peaked at $1.49M in Q2 2025. 97 funds tracked by Wall St. Rank hold BNDW as of Q3 2025.

  • Foundations Investment Advisors reported no remaining Vanguard Total World Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 21,451 Vanguard Total World Bond ETF shares in Q3 2025, an estimated $1.49M.
  • Foundations Investment Advisors first reported a position in Vanguard Total World Bond ETF in Q4 2023 and held it in 7 quarters.
  • Foundations Investment Advisors's Vanguard Total World Bond ETF position peaked at $1.49M in Q2 2025.
  • 97 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q3 2025.

Based on Foundations Investment Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.