BNDW — VANGUARD SCOTTSDALE FDS

Ownership history in CWM, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which CWM, LLC reported a position in VANGUARD SCOTTSDALE FDS (BNDW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2020 Q1)
Avg. % of fund
0.01%
First filed
2019 Q4
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 51 -49 -49.0% 0.00% $4K $67.96
2021 Q4 REDUCED 100 -26,711 -99.6% 0.00% $8K $68.07
2020 Q2 ADDED 26,811 +953 +3.7% 0.03% $2.2M $68.39
2020 Q1 ADDED 25,858 +24,079 +1353.5% 0.03% $2.1M $66.34
2019 Q4 INITIATED 1,779 — — 0.00% $140K $65.46
% of Fund (quarterly)    BNDW price (monthly, adj. close)

Other funds also holding BNDW

As of 2025 Q4 — sorted by position size

Aurelius Family Office LLC 10.28% Two West Capital Advisors LLC 10.0% Amicus Financial Advisors, LLC 8.36% Applied Capital LLC 3Y 5.03% Stone Summit Wealth LLC 3Y 2.21% Alhambra Investment Management LLC 3Y 2.07% Professional Financial Advisors, LLC 3Y 1.21% Gould Capital, LLC 3Y 0.38% SEEDS INVESTOR LLC 0.36% TSA Wealth Managment LLC 0.3%
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