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

Lido 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
2026 Q2	$329K	Sell	4,805 -76	-2%	-$5.19K	﹤0.01%	1714
2026 Q1	$334K	Sell	4,881 -371	-7%	-$25.6K	﹤0.01%	1509
2025 Q4	$365K	Hold	5,252	–	–	﹤0.01%	1464
2025 Q3	$366K	Hold	5,252	–	–	﹤0.01%	1392
2025 Q2	$364K	Hold	5,252	–	–	﹤0.01%	1250
2025 Q1	$361K	Sell	5,252 -363	-6%	-$24.8K	﹤0.01%	1137
2024 Q4	$383K	Hold	5,615	–	–	﹤0.01%	1103
2024 Q3	$396K	Sell	5,615 -2,184	-28%	-$152K	﹤0.01%	1039
2024 Q2	$530K	Sell	7,799 -366	-4%	-$24.8K	﹤0.01%	909
2024 Q1	$560K	Sell	8,165 -1,438	-15%	-$98.3K	﹤0.01%	867
2023 Q4	$665K	Sell	9,603 -1,367	-12%	-$92K	﹤0.01%	754
2023 Q3	$728K	Sell	10,970 -3,138	-22%	-$212K	0.01%	634
2023 Q2	$965K	Sell	14,108 -2,572	-15%	-$176K	0.01%	552
2023 Q1	$1.15M	Buy	+16,680	New	+$1.14M	0.01%	444

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

Lido Advisors's BNDW Position: Q2 2026 in Review

Lido Advisors reduced its Vanguard Total World Bond ETF (BNDW) stake by 1.6% in Q2 2026, selling an estimated $5.19K and leaving 4,805 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1714.

Lido Advisors first reported a position in BNDW in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.15M in Q1 2023. 117 funds tracked by Wall St. Rank hold BNDW as of Q2 2026.

Lido Advisors held 4,805 shares of Vanguard Total World Bond ETF worth $329K as of Q2 2026.
Lido Advisors sold 76 Vanguard Total World Bond ETF shares in Q2 2026, an estimated $5.19K.
Vanguard Total World Bond ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1714 holding.
Lido Advisors first reported a position in Vanguard Total World Bond ETF in Q1 2023 and has held it in 14 quarters since.
Lido Advisors's Vanguard Total World Bond ETF position peaked at $1.15M in Q1 2023.
117 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.