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
Q3 		– Sell
-3,586
Closed -$246K – 67
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 		$5.24M 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 		$2.24M 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

Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Amicus Financial Advisors
Amicus Financial Advisors Lubbock, Texas $391M AUM 6.91% 1-Year Est. Return
Aurelius Family Office
Aurelius Family Office Bedford, New Hampshire $252M AUM 7.58% 1-Year Est. Return
Two West Capital Advisors
Two West Capital Advisors Overland Park, Kansas $201M AUM 9.67% 1-Year Est. Return
Stone Summit Wealth
Stone Summit Wealth Miami, Florida $370M AUM 13.2% 1-Year Est. Return
Five Pine Wealth Management
Five Pine Wealth Management Coeur D Alene, Idaho $177M AUM 8.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cogent Private Wealth
Cogent Private Wealth Orlando, Florida $166M AUM 13.95% 1-Year Est. Return
Alhambra Investment Management
Alhambra Investment Management Palmetto Bay, Florida $234M AUM 17.66% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

Moneywise Inc's BNDW Position: Q3 2026 in Review

Moneywise Inc sold out of Vanguard Total World Bond ETF (BNDW) in Q3 2026, closing a stake of 3,586 shares — an estimated $246K sold.

Moneywise Inc first reported a position in BNDW in Q1 2021 and held it in 22 quarters. The position peaked at $8.8M in Q3 2023. 68 funds tracked by Wall St. Rank hold BNDW as of Q3 2026.

  • Moneywise Inc reported no remaining Vanguard Total World Bond ETF position as of Q3 2026 after selling out during the quarter.
  • Moneywise Inc sold 3,586 Vanguard Total World Bond ETF shares in Q3 2026, an estimated $246K.
  • Moneywise Inc first reported a position in Vanguard Total World Bond ETF in Q1 2021 and held it in 22 quarters.
  • Moneywise Inc's Vanguard Total World Bond ETF position peaked at $8.8M in Q3 2023.
  • 68 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q3 2026.

Based on Moneywise Inc's 13F filing for Q3 2026, filed 30 Oct 2026.