Sensible Financial Planning & Management’s Vanguard Total World Bond ETF BNDW Stock Holding History

Sensible Financial Planning & 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
2025 Q3	$1.95M	Buy	28,004 +4,817	+21%	+$333K	0.35%	26
2025 Q2	$1.61M	Sell	23,187 -8,342	-26%	-$573K	0.31%	27
2025 Q1	$2.17M	Buy	31,529 +5,700	+22%	+$390K	0.43%	24
2024 Q4	$1.76M	Buy	25,829 +11,602	+82%	+$806K	0.37%	24
2024 Q3	$1M	Buy	14,227 +1,705	+14%	+$119K	0.2%	30
2024 Q2	$851K	Sell	12,522 -11,086	-47%	-$752K	0.18%	26
2024 Q1	$1.62M	Sell	23,608 -32,887	-58%	-$2.25M	0.36%	25
2023 Q4	$3.91M	Buy	56,495 +44,916	+388%	+$3.02M	0.92%	18
2023 Q3	$768K	Sell	11,579 -14,307	-55%	-$966K	0.19%	25
2023 Q2	$1.77M	Buy	25,886 +2,310	+10%	+$158K	0.42%	27
2023 Q1	$1.63M	Buy	23,576 +560	+2%	+$38.3K	0.38%	27
2022 Q4	$1.54M	Buy	+23,016	New	+$1.55M	0.38%	27

Other funds holding BNDW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFO

Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

TWCA

Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

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

SSW

Stone Summit Wealth Miami, Florida $394M AUM 22.1% 1-Year Est. Return

Sensible Financial Planning & Management's BNDW Position: Q3 2025 in Review

Sensible Financial Planning & Management increased its Vanguard Total World Bond ETF (BNDW) stake by 21% in Q3 2025, buying an estimated $333K and bringing the position to 28,004 shares worth $1.95M. The position accounts for 0.35% of the portfolio, ranked #26.

Sensible Financial Planning & Management first reported a position in BNDW in Q4 2022 and has held it in 12 quarters since. The position peaked at $3.91M in Q4 2023. 97 funds tracked by Wall St. Rank hold BNDW as of Q3 2025.

Sensible Financial Planning & Management held 28,004 shares of Vanguard Total World Bond ETF worth $1.95M as of Q3 2025.
Sensible Financial Planning & Management bought 4,817 Vanguard Total World Bond ETF shares in Q3 2025, an estimated $333K.
Vanguard Total World Bond ETF made up 0.35% of Sensible Financial Planning & Management's portfolio in Q3 2025, its #26 holding.
Sensible Financial Planning & Management first reported a position in Vanguard Total World Bond ETF in Q4 2022 and has held it in 12 quarters since.
Sensible Financial Planning & Management's Vanguard Total World Bond ETF position peaked at $3.91M in Q4 2023.
97 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q3 2025.

Based on Sensible Financial Planning & Management's 13F filing for Q3 2025, filed 5 Nov 2025.