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Park Square Financial Group’s Vanguard Total World Bond ETF BNDW Stock Holding History

Park Square Financial 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
2025
Q3 		– Sell
-43
Closed -$2.98K – 342
2025
Q2 		$2.98K Hold
43
– – ﹤0.01% 819
2025
Q1 		$2.96K Hold
43
– – ﹤0.01% 814
2024
Q4 		$2.93K Buy
+43
New +$2.98K ﹤0.01% 786

Other funds holding BNDW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFO
Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
AC
Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return
SSW
Stone Summit Wealth Miami, Florida $394M AUM 22.1% 1-Year Est. Return

Park Square Financial Group's BNDW Position: Q3 2025 in Review

Park Square Financial Group sold out of Vanguard Total World Bond ETF (BNDW) in Q3 2025, closing a stake of 43 shares — an estimated $2.98K sold.

Park Square Financial Group first reported a position in BNDW in Q4 2024 and held it in 3 quarters. The position peaked at $2.98K in Q2 2025. 97 funds tracked by Wall St. Rank hold BNDW as of Q3 2025.

  • Park Square Financial Group reported no remaining Vanguard Total World Bond ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 43 Vanguard Total World Bond ETF shares in Q3 2025, an estimated $2.98K.
  • Park Square Financial Group first reported a position in Vanguard Total World Bond ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's Vanguard Total World Bond ETF position peaked at $2.98K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.