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Waverly Advisors’s Vanguard Total World Bond ETF BNDW Stock Holding History

Waverly Advisors’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 		$24.3M Buy
354,661
+1,113
+0.3% +$76K 0.14% 141
2026
Q1 		$24.2M Buy
353,548
+50,279
+17% +$3.47M 0.18% 117
2025
Q4 		$20.8M Buy
+303,269
New +$21.1M 0.17% 124

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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Waverly Advisors's BNDW Position: Q2 2026 in Review

Waverly Advisors increased its Vanguard Total World Bond ETF (BNDW) stake by 0.31% in Q2 2026, buying an estimated $76K and bringing the position to 354,661 shares worth $24.3M. The position accounts for 0.14% of the portfolio, ranked #141.

Waverly Advisors first reported a position in BNDW in Q4 2025 and has held it in 3 quarters since. 117 funds tracked by Wall St. Rank hold BNDW as of Q2 2026.

  • Waverly Advisors held 354,661 shares of Vanguard Total World Bond ETF worth $24.3M as of Q2 2026.
  • Waverly Advisors bought 1,113 Vanguard Total World Bond ETF shares in Q2 2026, an estimated $76K.
  • Vanguard Total World Bond ETF made up 0.14% of Waverly Advisors's portfolio in Q2 2026, its #141 holding.
  • Waverly Advisors first reported a position in Vanguard Total World Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 117 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.