MI
BNDW icon

Moneywise Inc’s Vanguard Total World Bond ETF BNDW Stock Holding History

Moneywise Inc’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 		$246K Sell
3,586
-59
-2% -$4.03K 0.09% 75
2026
Q1 		$249K Sell
3,645
-193
-5% -$13.3K 0.11% 77
2025
Q4 		$264K Buy
3,838
+34
+0.9% +$2.37K 0.11% 70
2025
Q3 		$265K Sell
3,804
-4,838
-56% -$335K 0.12% 60
2025
Q2 		$599K Sell
8,642
-4,944
-36% -$340K 0.28% 52
2025
Q1 		$935K Sell
13,586
-3,969
-23% -$272K 0.5% 33
2024
Q4 		$1.2M Sell
17,555
-8,325
-32% -$578K 0.6% 31
2024
Q3 		$1.83M Sell
25,880
-28,831
-53% -$2.01M 0.9% 23
2024
Q2 		$3.72M Sell
54,711
-22,521
-29% -$1.53M 1.97% 16
2024
Q1 		$5.3M Sell
77,232
-49,632
-39% -$3.39M 2.88% 10
2023
Q4 		$8.78M Sell
126,864
-5,775
-4% -$389K 5.04% 8
2023
Q3 		$8.8M Buy
132,639
+8,257
+7% +$557K 5.52% 6
2023
Q2 		$8.51M Buy
124,382
+6,740
+6% +$462K 5.28% 6
2023
Q1 		$8.11M Buy
117,642
+15,092
+15% +$1.03M 5.25% 5
2022
Q4 		$6.88M Buy
102,550
+24,224
+31% +$1.63M 5.14% 5
2022
Q3 		$5.25M Buy
78,326
+4,718
+6% +$330K 4.28% 5
2022
Q2 		$5.16M Sell
73,608
-6,351
-8% -$452K 4.02% 5
2022
Q1 		$5.93M Buy
79,959
+26,792
+50% +$2.04M 3.9% 4
2021
Q4 		$4.17M Buy
53,167
+25,176
+90% +$2M 2.68% 10
2021
Q3 		$2.23M Buy
27,991
+7,982
+40% +$644K 1.46% 15
2021
Q2 		$1.6M Buy
20,009
+11,016
+122% +$879K 1.1% 20
2021
Q1 		$716K Buy
+8,993
New +$726K 0.48% 29

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

Moneywise Inc's BNDW Position: Q2 2026 in Review

Moneywise Inc reduced its Vanguard Total World Bond ETF (BNDW) stake by 1.6% in Q2 2026, selling an estimated $4.03K and leaving 3,586 shares worth $246K. The position accounts for 0.09% of the portfolio, ranked #75.

Moneywise Inc first reported a position in BNDW in Q1 2021 and has held it in 22 quarters since. The position peaked at $8.8M in Q3 2023. 119 funds tracked by Wall St. Rank hold BNDW as of Q2 2026.

  • Moneywise Inc held 3,586 shares of Vanguard Total World Bond ETF worth $246K as of Q2 2026.
  • Moneywise Inc sold 59 Vanguard Total World Bond ETF shares in Q2 2026, an estimated $4.03K.
  • Vanguard Total World Bond ETF made up 0.09% of Moneywise Inc's portfolio in Q2 2026, its #75 holding.
  • Moneywise Inc first reported a position in Vanguard Total World Bond ETF in Q1 2021 and has held it in 22 quarters since.
  • Moneywise Inc's Vanguard Total World Bond ETF position peaked at $8.8M in Q3 2023.
  • 119 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.