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

Sage 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
2026 Q2	$243K	Sell	3,545 -229	-6%	-$15.6K	0.01%	102
2026 Q1	$258K	Buy	3,774 +432	+13%	+$29.8K	0.02%	99
2025 Q4	$230K	Buy	+3,342	New	+$233K	0.02%	100
2025 Q2	–	Sell	-6,798	Closed	-$468K	–	104
2025 Q1	$468K	Buy	6,798 +91	+1%	+$6.23K	0.04%	75
2024 Q4	$457K	Buy	6,707 +830	+14%	+$57.6K	0.04%	74
2024 Q3	$415K	Buy	5,877 +36	+0.6%	+$2.51K	0.03%	78
2024 Q2	$397K	Buy	5,841 +73	+1%	+$4.95K	0.03%	77
2024 Q1	$396K	Buy	5,768 +31	+0.5%	+$2.12K	0.04%	78
2023 Q4	$397K	Buy	5,737 +1,185	+26%	+$79.7K	0.04%	78
2023 Q3	$302K	Buy	4,552 +263	+6%	+$17.7K	0.03%	82
2023 Q2	$293K	Buy	+4,289	New	+$294K	0.03%	83

Other funds holding BNDW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AFA

Amicus Financial Advisors Lubbock, Texas $407M AUM

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

Sage Financial Group's BNDW Position: Q2 2026 in Review

Sage Financial Group reduced its Vanguard Total World Bond ETF (BNDW) stake by 6.1% in Q2 2026, selling an estimated $15.6K and leaving 3,545 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #102.

Sage Financial Group first reported a position in BNDW in Q2 2023 and has held it in 11 quarters since. The position peaked at $468K in Q1 2025. 119 funds tracked by Wall St. Rank hold BNDW as of Q2 2026.

Sage Financial Group held 3,545 shares of Vanguard Total World Bond ETF worth $243K as of Q2 2026.
Sage Financial Group sold 229 Vanguard Total World Bond ETF shares in Q2 2026, an estimated $15.6K.
Vanguard Total World Bond ETF made up 0.01% of Sage Financial Group's portfolio in Q2 2026, its #102 holding.
Sage Financial Group first reported a position in Vanguard Total World Bond ETF in Q2 2023 and has held it in 11 quarters since.
Sage Financial Group's Vanguard Total World Bond ETF position peaked at $468K in Q1 2025.
119 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2026.

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