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 Q3	$9.42M	Buy	143,098 +14,972	+12%	+$1.01M	2.54%	9
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

TWCA

Two West Capital Advisors Overland Park, Kansas $201M AUM 9.67% 1-Year Est. Return

FPWM

Five Pine Wealth Management Coeur D Alene, Idaho $177M AUM 8.09% 1-Year Est. Return

AIM

Alhambra Investment Management Palmetto Bay, Florida $234M AUM 17.66% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Stone Summit Wealth's BNDW Position: Q3 2026 in Review

Stone Summit Wealth increased its Vanguard Total World Bond ETF (BNDW) stake by 12% in Q3 2026, buying an estimated $1.01M and bringing the position to 143,098 shares worth $9.42M. The position accounts for 2.54% of the portfolio, ranked #9.

Stone Summit Wealth first reported a position in BNDW in Q3 2025 and has held it in 5 quarters since. 22 funds tracked by Wall St. Rank hold BNDW as of Q3 2026.

Stone Summit Wealth held 143,098 shares of Vanguard Total World Bond ETF worth $9.42M as of Q3 2026.
Stone Summit Wealth bought 14,972 Vanguard Total World Bond ETF shares in Q3 2026, an estimated $1.01M.
Vanguard Total World Bond ETF made up 2.54% of Stone Summit Wealth's portfolio in Q3 2026, its #9 holding.
Stone Summit Wealth first reported a position in Vanguard Total World Bond ETF in Q3 2025 and has held it in 5 quarters since.
22 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.