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Keener Financial Planning’s Vanguard Total World Bond ETF BNDW Stock Holding History

Keener Financial Planning’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
Q4 		– Sell
-2,919
Closed -$203K – 80
2025
Q3 		$203K Sell
2,919
-49
-2% -$3.39K 0.09% 47
2025
Q2 		$205K Buy
2,968
+147
+5% +$10.1K 0.1% 49
2025
Q1 		$194K Sell
2,821
-163
-5% -$11.2K 0.13% 42
2024
Q4 		$203K Buy
2,984
+346
+13% +$24K 0.12% 42
2024
Q3 		$186K Sell
2,638
-279
-10% -$19.4K 0.12% 43
2024
Q2 		$198K Buy
2,917
+81
+3% +$5.49K 0.13% 44
2024
Q1 		$195K Buy
2,836
+183
+7% +$12.5K 0.13% 43
2023
Q4 		$184K Buy
+2,653
New +$179K 0.14% 43

Other funds holding BNDW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Keener Financial Planning's BNDW Position: Q4 2025 in Review

Keener Financial Planning sold out of Vanguard Total World Bond ETF (BNDW) in Q4 2025, closing a stake of 2,919 shares — an estimated $203K sold.

Keener Financial Planning first reported a position in BNDW in Q4 2023 and held it in 8 quarters. The position peaked at $205K in Q2 2025. 112 funds tracked by Wall St. Rank hold BNDW as of Q4 2025.

  • Keener Financial Planning reported no remaining Vanguard Total World Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 2,919 Vanguard Total World Bond ETF shares in Q4 2025, an estimated $203K.
  • Keener Financial Planning first reported a position in Vanguard Total World Bond ETF in Q4 2023 and held it in 8 quarters.
  • Keener Financial Planning's Vanguard Total World Bond ETF position peaked at $205K in Q2 2025.
  • 112 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.