NCG
BNDW icon

Newport Capital Group’s Vanguard Total World Bond ETF BNDW Stock Holding History

Newport Capital Group’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 		$249K Buy
3,626
+468
+15% +$31.9K 0.14% 54
2026
Q1 		$216K Buy
+3,158
New +$218K 0.13% 70

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

Newport Capital Group's BNDW Position: Q2 2026 in Review

Newport Capital Group increased its Vanguard Total World Bond ETF (BNDW) stake by 15% in Q2 2026, buying an estimated $31.9K and bringing the position to 3,626 shares worth $249K. The position accounts for 0.14% of the portfolio, ranked #54.

Newport Capital Group first reported a position in BNDW in Q1 2026 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold BNDW as of Q2 2026.

  • Newport Capital Group held 3,626 shares of Vanguard Total World Bond ETF worth $249K as of Q2 2026.
  • Newport Capital Group bought 468 Vanguard Total World Bond ETF shares in Q2 2026, an estimated $31.9K.
  • Vanguard Total World Bond ETF made up 0.14% of Newport Capital Group's portfolio in Q2 2026, its #54 holding.
  • Newport Capital Group first reported a position in Vanguard Total World Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 117 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2026.

Based on Newport Capital Group's 13F filing for Q2 2026, filed 21 Jul 2026.