TSA Wealth Management
BNDW icon

TSA Wealth Management’s Vanguard Total World Bond ETF BNDW Stock Holding History

TSA Wealth Management’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 		$853K Buy
12,958
+6,462
+99% +$435K 0.24% 54
2026
Q2 		$445K Buy
+6,496
New +$443K 0.13% 72
2026
Q1 		– Sell
-13,207
Closed -$908K – 106
2025
Q4 		$908K Buy
+13,207
New +$920K 0.3% 47

Other funds holding BNDW

Aurelius Family Office
Aurelius Family Office Bedford, New Hampshire $252M AUM 7.58% 1-Year Est. Return
Two West Capital Advisors
Two West Capital Advisors Overland Park, Kansas $201M AUM 9.67% 1-Year Est. Return
Stone Summit Wealth
Stone Summit Wealth Miami, Florida $370M AUM 13.2% 1-Year Est. Return
Five Pine Wealth Management
Five Pine Wealth Management Coeur D Alene, Idaho $177M AUM 8.09% 1-Year Est. Return
Alhambra Investment Management
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
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Braun-Bostich & Associates
Braun-Bostich & Associates Canonsburg, Pennsylvania $175M AUM 13.61% 1-Year Est. Return

TSA Wealth Management's BNDW Position: Q3 2026 in Review

TSA Wealth Management increased its Vanguard Total World Bond ETF (BNDW) stake by 99% in Q3 2026, buying an estimated $435K and bringing the position to 12,958 shares worth $853K. The position accounts for 0.24% of the portfolio, ranked #54.

TSA Wealth Management first reported a position in BNDW in Q4 2025 and has held it in 3 quarters since. The position peaked at $908K in Q4 2025. 28 funds tracked by Wall St. Rank hold BNDW as of Q3 2026.

  • TSA Wealth Management held 12,958 shares of Vanguard Total World Bond ETF worth $853K as of Q3 2026.
  • TSA Wealth Management bought 6,462 Vanguard Total World Bond ETF shares in Q3 2026, an estimated $435K.
  • Vanguard Total World Bond ETF made up 0.24% of TSA Wealth Management's portfolio in Q3 2026, its #54 holding.
  • TSA Wealth Management first reported a position in Vanguard Total World Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • TSA Wealth Management's Vanguard Total World Bond ETF position peaked at $908K in Q4 2025.
  • 28 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q3 2026.

Based on TSA Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.