Perigon Wealth Management’s Vanguard Total World Bond ETF BNDW Stock Holding History

Perigon Wealth Management’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	$1M	Buy	15,256 +7,260	+91%	+$489K	0.02%	603
2026 Q2	$548K	Buy	7,996 +3,011	+60%	+$206K	0.01%	843
2026 Q1	$341K	Buy	4,985 +1,149	+30%	+$79.2K	0.01%	970
2025 Q4	$264K	Buy	+3,836	New	+$267K	﹤0.01%	1076
2025 Q1	–	Sell	-6,245	Closed	-$425K	–	1037
2024 Q4	$425K	Buy	6,245 +118	+2%	+$8.19K	0.01%	687
2024 Q3	$433K	Buy	+6,127	New	+$426K	0.01%	660
2024 Q2	–	Sell	-26,507	Closed	-$1.82M	–	870
2024 Q1	$1.82M	Buy	26,507 +859	+3%	+$58.7K	0.06%	262
2023 Q4	$1.78M	Buy	25,648 +888	+4%	+$59.8K	0.06%	241
2023 Q3	$1.64M	Buy	24,760 +353	+1%	+$23.8K	0.07%	228
2023 Q2	$1.67M	Buy	+24,407	New	+$1.67M	0.07%	231

Other funds holding BNDW

Aurelius Family Office Bedford, New Hampshire $252M AUM 7.58% 1-Year Est. Return

Two West Capital Advisors Overland Park, Kansas $201M AUM 9.67% 1-Year Est. Return

Stone Summit Wealth Miami, Florida $370M AUM 13.2% 1-Year Est. Return

Five Pine Wealth Management Coeur D Alene, Idaho $177M AUM 8.09% 1-Year Est. Return

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

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

TSA Wealth Management Houston, Texas $356M AUM 14.81% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Braun-Bostich & Associates Canonsburg, Pennsylvania $175M AUM 13.61% 1-Year Est. Return

Perigon Wealth Management's BNDW Position: Q3 2026 in Review

Perigon Wealth Management increased its Vanguard Total World Bond ETF (BNDW) stake by 91% in Q3 2026, buying an estimated $489K and bringing the position to 15,256 shares worth $1M. The position accounts for 0.02% of the portfolio, ranked #603.

Perigon Wealth Management first reported a position in BNDW in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.82M in Q1 2024. 35 funds tracked by Wall St. Rank hold BNDW as of Q3 2026.

Perigon Wealth Management held 15,256 shares of Vanguard Total World Bond ETF worth $1M as of Q3 2026.
Perigon Wealth Management bought 7,260 Vanguard Total World Bond ETF shares in Q3 2026, an estimated $489K.
Vanguard Total World Bond ETF made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #603 holding.
Perigon Wealth Management first reported a position in Vanguard Total World Bond ETF in Q2 2023 and has held it in 10 quarters since.
Perigon Wealth Management's Vanguard Total World Bond ETF position peaked at $1.82M in Q1 2024.
35 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.