Sigma Planning Corp’s Vanguard Total World Bond ETF BNDW Stock Holding History

Sigma Planning Corp’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	$253K	Buy	+3,696	New	+$255K	0.01%	1116
2022 Q2	–	Sell	-10,870	Closed	-$806K	–	1310
2022 Q1	$806K	Buy	10,870 +126	+1%	+$9.58K	0.02%	628
2021 Q4	$843K	Sell	10,744 -1,607	-13%	-$128K	0.02%	617
2021 Q3	$986K	Sell	12,351 -425	-3%	-$34.3K	0.03%	548
2021 Q2	$1.02M	Sell	12,776 -127	-1%	-$10.1K	0.03%	551
2021 Q1	$1.03M	Buy	12,903 +1,338	+12%	+$108K	0.03%	490
2020 Q4	$951K	Buy	11,565 +1,130	+11%	+$92.5K	0.03%	460
2020 Q3	$854K	Sell	10,435 -6,912	-40%	-$566K	0.03%	446
2020 Q2	$1.42M	Buy	17,347 +4,790	+38%	+$386K	0.06%	302
2020 Q1	$998K	Buy	+12,557	New	+$998K	0.06%	317

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 $201M AUM 16.71% 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 $310M AUM 19.94% 1-Year Est. Return

Sigma Planning Corp's BNDW Position: Q1 2026 in Review

Sigma Planning Corp opened a new position in Vanguard Total World Bond ETF (BNDW) in Q1 2026: 3,696 shares worth $253K. The stake represents 0.01% of the portfolio and ranks #1116 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in BNDW as recently as Q1 2022.

Sigma Planning Corp first reported a position in BNDW in Q1 2020 and has held it in 10 quarters since. The position peaked at $1.42M in Q2 2020. 115 funds tracked by Wall St. Rank hold BNDW as of Q1 2026.

Sigma Planning Corp held 3,696 shares of Vanguard Total World Bond ETF worth $253K as of Q1 2026.
Vanguard Total World Bond ETF was a new Sigma Planning Corp position in Q1 2026.
Vanguard Total World Bond ETF made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #1116 holding.
Sigma Planning Corp first reported a position in Vanguard Total World Bond ETF in Q1 2020 and has held it in 10 quarters since.
Sigma Planning Corp's Vanguard Total World Bond ETF position peaked at $1.42M in Q2 2020.
115 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.