Steward Partners Investment Advisory’s Vanguard Total World Bond ETF BNDW Stock Holding History

Steward Partners Investment Advisory’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	–	Sell	-1,079	Closed	-$75.2K	–	4331
2025 Q3	$75.2K	Buy	+1,079	New	+$74.7K	﹤0.01%	2405
2025 Q2	–	Sell	-36	Closed	-$2.48K	–	4137
2025 Q1	$2.48K	Sell	36 -4	-10%	-$274	﹤0.01%	3597
2024 Q4	$2.73K	Sell	40 -15	-27%	-$1.04K	﹤0.01%	3556
2024 Q3	$3.88K	Buy	55 +10	+22%	+$696	﹤0.01%	3264
2024 Q2	$3.06K	Buy	+45	New	+$3.05K	﹤0.01%	3181

Other funds holding BNDW

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Jane Street New York $777B AUM 61.18% 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

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

BPA

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

Steward Partners Investment Advisory's BNDW Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Vanguard Total World Bond ETF (BNDW) in Q4 2025, closing a stake of 1,079 shares — an estimated $75.2K sold.

Steward Partners Investment Advisory first reported a position in BNDW in Q2 2024 and held it in 5 quarters. The position peaked at $75.2K in Q3 2025. 112 funds tracked by Wall St. Rank hold BNDW as of Q4 2025.

Steward Partners Investment Advisory reported no remaining Vanguard Total World Bond ETF position as of Q4 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 1,079 Vanguard Total World Bond ETF shares in Q4 2025, an estimated $75.2K.
Steward Partners Investment Advisory first reported a position in Vanguard Total World Bond ETF in Q2 2024 and held it in 5 quarters.
Steward Partners Investment Advisory's Vanguard Total World Bond ETF position peaked at $75.2K in Q3 2025.
112 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.