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 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 $1.66T 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 $189M AUM 14.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Applied Capital Little Rock, Arkansas $268M AUM 16.92% 1-Year Est. Return

Sage Financial Group's BNDW Position: Q1 2026 in Review

Sage Financial Group increased its Vanguard Total World Bond ETF (BNDW) stake by 13% in Q1 2026, buying an estimated $29.8K and bringing the position to 3,774 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #99.

Sage Financial Group first reported a position in BNDW in Q2 2023 and has held it in 10 quarters since. The position peaked at $468K in Q1 2025. 115 funds tracked by Wall St. Rank hold BNDW as of Q1 2026.

Sage Financial Group held 3,774 shares of Vanguard Total World Bond ETF worth $258K as of Q1 2026.
Sage Financial Group bought 432 Vanguard Total World Bond ETF shares in Q1 2026, an estimated $29.8K.
Vanguard Total World Bond ETF made up 0.02% of Sage Financial Group's portfolio in Q1 2026, its #99 holding.
Sage Financial Group first reported a position in Vanguard Total World Bond ETF in Q2 2023 and has held it in 10 quarters since.
Sage Financial Group's Vanguard Total World Bond ETF position peaked at $468K in Q1 2025.
115 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q1 2026.

Based on Sage Financial Group's 13F filing for Q1 2026, filed 7 May 2026.