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Simon Quick Advisors’s Vanguard Total World Bond ETF BNDW Stock Holding History

Simon Quick Advisors’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
Q2 		$298K Hold
4,348
– – 0.01% 333
2026
Q1 		$297K Buy
+4,348
New +$300K 0.01% 305

Other funds holding BNDW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return
AC
Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return

Simon Quick Advisors's BNDW Position: Q2 2026 in Review

Simon Quick Advisors held its Vanguard Total World Bond ETF (BNDW) position steady in Q2 2026 at 4,348 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #333.

Simon Quick Advisors first reported a position in BNDW in Q1 2026 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold BNDW as of Q2 2026.

  • Simon Quick Advisors held 4,348 shares of Vanguard Total World Bond ETF worth $298K as of Q2 2026.
  • Simon Quick Advisors left its Vanguard Total World Bond ETF share count unchanged in Q2 2026.
  • Vanguard Total World Bond ETF made up 0.01% of Simon Quick Advisors's portfolio in Q2 2026, its #333 holding.
  • Simon Quick Advisors first reported a position in Vanguard Total World Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 117 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.