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

Maridea 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 		$1.02M Buy
14,860
+4,994
+51% +$341K 0.11% 193
2026
Q1 		$674K Buy
9,866
+1,715
+21% +$118K 0.1% 210
2025
Q4 		$560K Buy
8,151
+144
+2% +$10K 0.08% 227
2025
Q3 		$562K Buy
8,007
+1,713
+27% +$119K 0.09% 221
2025
Q2 		$436K Buy
6,294
+1,115
+22% +$76.6K 0.11% 180
2025
Q1 		$356K Buy
5,179
+1,840
+55% +$126K 0.12% 168
2024
Q4 		$228K Buy
+3,339
New +$232K 0.07% 210

Other funds holding BNDW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
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
AC
Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return

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

Maridea Wealth Management increased its Vanguard Total World Bond ETF (BNDW) stake by 51% in Q2 2026, buying an estimated $341K and bringing the position to 14,860 shares worth $1.02M. The position accounts for 0.11% of the portfolio, ranked #193.

Maridea Wealth Management first reported a position in BNDW in Q4 2024 and has held it in 7 quarters since. 117 funds tracked by Wall St. Rank hold BNDW as of Q2 2026.

  • Maridea Wealth Management held 14,860 shares of Vanguard Total World Bond ETF worth $1.02M as of Q2 2026.
  • Maridea Wealth Management bought 4,994 Vanguard Total World Bond ETF shares in Q2 2026, an estimated $341K.
  • Vanguard Total World Bond ETF made up 0.11% of Maridea Wealth Management's portfolio in Q2 2026, its #193 holding.
  • Maridea Wealth Management first reported a position in Vanguard Total World Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 117 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.