Valmark Advisers’s Vanguard Total World Bond ETF BNDW Stock Holding History

Valmark Advisers’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	$581K	Buy	8,484 +345	+4%	+$23.6K	0.01%	474
2026 Q1	$556K	Buy	8,139 +443	+6%	+$30.5K	0.01%	448
2025 Q4	$529K	Buy	7,696 +5	+0.1%	+$348	0.01%	437
2025 Q3	$536K	Buy	7,691 +222	+3%	+$15.4K	0.01%	425
2025 Q2	$518K	Sell	7,469 -1,328	-15%	-$91.3K	0.01%	441
2025 Q1	$605K	Buy	8,797 +2,632	+43%	+$180K	0.01%	390
2024 Q4	$420K	Hold	6,165	–	–	0.01%	455
2024 Q3	$435K	Buy	6,165 +350	+6%	+$24.4K	0.01%	442
2024 Q2	$395K	Buy	5,815 +2,674	+85%	+$181K	0.01%	426
2024 Q1	$216K	Buy	+3,141	New	+$215K	﹤0.01%	514
2023 Q2	–	Sell	-2,904	Closed	-$200K	–	473
2023 Q1	$200K	Sell	2,904 -115	-4%	-$7.86K	﹤0.01%	467
2022 Q4	$202K	Buy	+3,019	New	+$204K	﹤0.01%	434

Other funds holding BNDW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

AFA

Amicus Financial Advisors Lubbock, Texas $407M AUM

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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return

Valmark Advisers's BNDW Position: Q2 2026 in Review

Valmark Advisers increased its Vanguard Total World Bond ETF (BNDW) stake by 4.2% in Q2 2026, buying an estimated $23.6K and bringing the position to 8,484 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #474.

Valmark Advisers first reported a position in BNDW in Q4 2022 and has held it in 12 quarters since. The position peaked at $605K in Q1 2025. 117 funds tracked by Wall St. Rank hold BNDW as of Q2 2026.

Valmark Advisers held 8,484 shares of Vanguard Total World Bond ETF worth $581K as of Q2 2026.
Valmark Advisers bought 345 Vanguard Total World Bond ETF shares in Q2 2026, an estimated $23.6K.
Vanguard Total World Bond ETF made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #474 holding.
Valmark Advisers first reported a position in Vanguard Total World Bond ETF in Q4 2022 and has held it in 12 quarters since.
Valmark Advisers's Vanguard Total World Bond ETF position peaked at $605K in Q1 2025.
117 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.