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

Modern 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
Q1 		– Sell
-3,289
Closed -$226K – 890
2025
Q4 		$226K Buy
+3,289
New +$229K ﹤0.01% 776

Other funds holding BNDW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
AC
Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return

Modern Wealth Management's BNDW Position: Q1 2026 in Review

Modern Wealth Management sold out of Vanguard Total World Bond ETF (BNDW) in Q1 2026, closing a stake of 3,289 shares — an estimated $226K sold.

Modern Wealth Management first reported a position in BNDW in Q4 2025 and held it in 1 quarter. The position peaked at $226K in Q4 2025. 116 funds tracked by Wall St. Rank hold BNDW as of Q1 2026.

  • Modern Wealth Management reported no remaining Vanguard Total World Bond ETF position as of Q1 2026 after selling out during the quarter.
  • Modern Wealth Management sold 3,289 Vanguard Total World Bond ETF shares in Q1 2026, an estimated $226K.
  • Modern Wealth Management first reported a position in Vanguard Total World Bond ETF in Q4 2025 and held it in 1 quarter.
  • Modern Wealth Management's Vanguard Total World Bond ETF position peaked at $226K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.