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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
2026
Q1 		– Sell
-504
Closed -$34.6K – 824
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 $1.89T AUM 35.08% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $407M AUM
Betterment LLC
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
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
AC
Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return

SageView Advisory Group's BNDW Position: Q1 2026 in Review

SageView Advisory Group sold out of Vanguard Total World Bond ETF (BNDW) in Q1 2026, closing a stake of 504 shares — an estimated $34.6K sold.

SageView Advisory Group first reported a position in BNDW in Q4 2022 and held it in 6 quarters. The position peaked at $1.08M in Q4 2022. 115 funds tracked by Wall St. Rank hold BNDW as of Q1 2026.

  • SageView Advisory Group reported no remaining Vanguard Total World Bond ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 504 Vanguard Total World Bond ETF shares in Q1 2026, an estimated $34.6K.
  • SageView Advisory Group first reported a position in Vanguard Total World Bond ETF in Q4 2022 and held it in 6 quarters.
  • SageView Advisory Group's Vanguard Total World Bond ETF position peaked at $1.08M in Q4 2022.
  • 115 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.