SAG
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SageView Advisory Group’s Vanguard Total World Bond ETF BNDW Stock Holding History

SageView Advisory 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
Q4 		$34.6K Buy
+504
New +$35.1K ﹤0.01% 1225
2024
Q2 		– Sell
-19,816
Closed -$949K – 568
2024
Q1 		$949K Buy
+19,816
New +$1.35M 0.05% 204
2023
Q4 		– Sell
-10,475
Closed -$705K – 346
2023
Q3 		$695K Sell
10,475
-3,683
-26% -$249K 0.04% 271
2023
Q2 		$969K Sell
14,158
-1,368
-9% -$93.9K 0.05% 231
2023
Q1 		$1.07M Sell
15,526
-652
-4% -$44.6K 0.07% 192
2022
Q4 		$1.08M Buy
+16,178
New +$1.09M 0.09% 148

Other funds holding BNDW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $363M AUM
Betterment LLC
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
Jane Street
Jane Street New York $93.1B AUM 61.18% 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
WA
Waverly Advisors Birmingham, Alabama $13.3B AUM 18.56% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return