Peachtree Investment Partners’s Vanguard Total World Bond ETF BNDW Stock Holding History

Peachtree Investment Partners’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	$10.9K	Buy	160 +5	+3%	+$345	﹤0.01%	120
2025 Q4	$10.6K	Buy	155 +7	+5%	+$488	﹤0.01%	118
2025 Q3	$10.3K	Buy	148 +5	+3%	+$346	﹤0.01%	119
2025 Q2	$9.9K	Buy	143 +5	+4%	+$344	﹤0.01%	118
2025 Q1	$9.48K	Buy	138 +5	+4%	+$342	﹤0.01%	115
2024 Q4	$9.06K	Buy	133 +6	+5%	+$417	﹤0.01%	101
2024 Q3	$8.95K	Buy	127 +5	+4%	+$348	﹤0.01%	105
2024 Q2	$8.3K	Buy	122 +4	+3%	+$271	﹤0.01%	94
2024 Q1	$8.09K	Buy	118 +3	+3%	+$205	﹤0.01%	93
2023 Q4	$7.94K	Buy	115 +6	+6%	+$404	﹤0.01%	100
2023 Q3	$7.14K	Buy	109 +7	+7%	+$472	﹤0.01%	98
2023 Q2	$7.13K	Buy	102 +5	+5%	+$343	﹤0.01%	106
2023 Q1	$6.69K	Buy	97 +3	+3%	+$205	﹤0.01%	90
2022 Q4	$6.48K	Buy	+94	New	+$6.34K	﹤0.01%	95
2021 Q1	–	Sell	-1	Closed	–	–	93
2020 Q4	$0	Buy	+1	New	+$82	﹤0.01%	87

Other funds holding BNDW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFA

Amicus Financial Advisors Lubbock, Texas $407M AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AFO

Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TWCA

Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return

Peachtree Investment Partners's BNDW Position: Q1 2026 in Review

Peachtree Investment Partners increased its Vanguard Total World Bond ETF (BNDW) stake by 3.2% in Q1 2026, buying an estimated $345 and bringing the position to 160 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #120.

Peachtree Investment Partners first reported a position in BNDW in Q4 2020 and has held it in 15 quarters since. 115 funds tracked by Wall St. Rank hold BNDW as of Q1 2026.

Peachtree Investment Partners held 160 shares of Vanguard Total World Bond ETF worth $10.9K as of Q1 2026.
Peachtree Investment Partners bought 5 Vanguard Total World Bond ETF shares in Q1 2026, an estimated $345.
Vanguard Total World Bond ETF made up ﹤0.01% of Peachtree Investment Partners's portfolio in Q1 2026, its #120 holding.
Peachtree Investment Partners first reported a position in Vanguard Total World Bond ETF in Q4 2020 and has held it in 15 quarters since.
115 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q1 2026.

Based on Peachtree Investment Partners's 13F filing for Q1 2026, filed 8 May 2026.