Luminvest Wealth Management’s Vanguard Total World Bond ETF BNDW Stock Holding History

Luminvest 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 Q2	$211K	Sell	3,078 -2,352	-43%	-$161K	0.05%	57
2026 Q1	$371K	Sell	5,430 -7	-0.1%	-$482	0.1%	39
2025 Q4	$374K	Sell	5,437 -2,186	-29%	-$152K	0.1%	37
2025 Q3	$531K	Sell	7,623 -6,261	-45%	-$433K	0.17%	29
2025 Q2	$963K	Hold	13,884	–	–	0.35%	21
2025 Q1	$955K	Hold	13,884	–	–	0.39%	17
2024 Q4	$947K	Sell	13,884 -1	-0%	-$69	0.38%	18
2024 Q3	$980K	Buy	13,885 +35	+0.3%	+$2.44K	0.41%	18
2024 Q2	$942K	Buy	+13,850	New	+$939K	0.44%	16

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

Luminvest Wealth Management's BNDW Position: Q2 2026 in Review

Luminvest Wealth Management reduced its Vanguard Total World Bond ETF (BNDW) stake by 43% in Q2 2026, selling an estimated $161K and leaving 3,078 shares worth $211K. The position accounts for 0.05% of the portfolio, ranked #57.

Luminvest Wealth Management first reported a position in BNDW in Q2 2024 and has held it in 9 quarters since. The position peaked at $980K in Q3 2024. 119 funds tracked by Wall St. Rank hold BNDW as of Q2 2026.

Luminvest Wealth Management held 3,078 shares of Vanguard Total World Bond ETF worth $211K as of Q2 2026.
Luminvest Wealth Management sold 2,352 Vanguard Total World Bond ETF shares in Q2 2026, an estimated $161K.
Vanguard Total World Bond ETF made up 0.05% of Luminvest Wealth Management's portfolio in Q2 2026, its #57 holding.
Luminvest Wealth Management first reported a position in Vanguard Total World Bond ETF in Q2 2024 and has held it in 9 quarters since.
Luminvest Wealth Management's Vanguard Total World Bond ETF position peaked at $980K in Q3 2024.
119 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2026.

Based on Luminvest Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.