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Stone Summit Wealth’s Vanguard Total World Bond ETF BNDW Stock Holding History

Stone Summit Wealth’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 		$8.78M Buy
128,126
+4,165
+3% +$284K 2.23% 11
2026
Q1 		$8.47M Buy
123,961
+5,688
+5% +$392K 2.36% 9
2025
Q4 		$8.13M Buy
118,273
+19,729
+20% +$1.37M 2.21% 10
2025
Q3 		$6.86M Buy
+98,544
New +$6.82M 1.95% 14

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

Stone Summit Wealth's BNDW Position: Q2 2026 in Review

Stone Summit Wealth increased its Vanguard Total World Bond ETF (BNDW) stake by 3.4% in Q2 2026, buying an estimated $284K and bringing the position to 128,126 shares worth $8.78M. The position accounts for 2.23% of the portfolio, ranked #11.

Stone Summit Wealth first reported a position in BNDW in Q3 2025 and has held it in 4 quarters since. 119 funds tracked by Wall St. Rank hold BNDW as of Q2 2026.

  • Stone Summit Wealth held 128,126 shares of Vanguard Total World Bond ETF worth $8.78M as of Q2 2026.
  • Stone Summit Wealth bought 4,165 Vanguard Total World Bond ETF shares in Q2 2026, an estimated $284K.
  • Vanguard Total World Bond ETF made up 2.23% of Stone Summit Wealth's portfolio in Q2 2026, its #11 holding.
  • Stone Summit Wealth first reported a position in Vanguard Total World Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 119 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.