Wealthspire Advisors (New York)’s Vanguard Total World Bond ETF BNDW Stock Holding History

Wealthspire Advisors (New York)’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	$301K	Hold	4,385	–	–	﹤0.01%	991
2026 Q1	$300K	Buy	4,385 +1	+0%	+$69	﹤0.01%	724
2025 Q4	$301K	Sell	4,384 -356	-8%	-$24.8K	﹤0.01%	796
2025 Q3	$330K	Hold	4,740	–	–	﹤0.01%	633
2025 Q2	$329K	Sell	4,740 -5	-0.1%	-$344	﹤0.01%	645
2025 Q1	$327K	Sell	4,745 -399	-8%	-$27.3K	﹤0.01%	621
2024 Q4	$351K	Buy	+5,144	New	+$357K	﹤0.01%	612

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

Wealthspire Advisors (New York)'s BNDW Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its Vanguard Total World Bond ETF (BNDW) position steady in Q2 2026 at 4,385 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Wealthspire Advisors (New York) first reported a position in BNDW in Q4 2024 and has held it in 7 quarters since. The position peaked at $351K in Q4 2024. 117 funds tracked by Wall St. Rank hold BNDW as of Q2 2026.

Wealthspire Advisors (New York) held 4,385 shares of Vanguard Total World Bond ETF worth $301K as of Q2 2026.
Wealthspire Advisors (New York) left its Vanguard Total World Bond ETF share count unchanged in Q2 2026.
Vanguard Total World Bond ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #991 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Total World Bond ETF in Q4 2024 and has held it in 7 quarters since.
Wealthspire Advisors (New York)'s Vanguard Total World Bond ETF position peaked at $351K in Q4 2024.
117 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.