Annex Advisory Services
BNDX icon

Annex Advisory Services’s Vanguard Total International Bond ETF BNDX Stock Holding History

Annex Advisory Services’s Portfolio BNDX Stock Details BNDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$707K Buy
+15,088
New +$718K 0.01% 233
2017
Q1 		– Sell
-931,584
Closed -$50.6M – 120
2016
Q4 		$50.6M Buy
931,584
+40,184
+5% +$2.2M 12.28% 2
2016
Q3 		$50M Buy
891,400
+16,700
+2% +$934K 12.99% 2
2016
Q2 		$48.7M Buy
874,700
+37,784
+5% +$2.07M 13.2% 2
2016
Q1 		$45.6M Sell
836,916
-40,719
-5% -$2.19M 12.95% 2
2015
Q4 		$46.4M Buy
877,635
+40,683
+5% +$2.16M 13.6% 2
2015
Q3 		$44.3M Buy
836,952
+44,109
+6% +$2.33M 14.4% 2
2015
Q2 		$41.5M Buy
792,843
+51,966
+7% +$2.76M 13.31% 2
2015
Q1 		$40.1M Buy
740,877
+31,961
+5% +$1.72M 12.9% 2
2014
Q4 		$37.7M Buy
708,916
+24,560
+4% +$1.29M 11.74% 2
2014
Q3 		$35.7M Buy
684,356
+37,585
+6% +$1.95M 12.06% 2
2014
Q2 		$33.2M Buy
646,771
+37,374
+6% +$1.9M 11.36% 2
2014
Q1 		$30.8M Buy
609,397
+70,571
+13% +$3.55M 11.47% 2
2013
Q4 		$26.7M Buy
538,826
+348,076
+182% +$17.3M 10.26% 2
2013
Q3 		$9.47M Buy
+190,750
New +$9.43M 4.41% 9

Other funds holding BNDX

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Annex Advisory Services's BNDX Position: Q3 2026 in Review

Annex Advisory Services opened a new position in Vanguard Total International Bond ETF (BNDX) in Q3 2026: 15,088 shares worth $707K. The stake represents 0.01% of the portfolio and ranks #233 among its holdings. This is a return to the name: Annex Advisory Services previously reported a position in BNDX as recently as Q4 2016.

Annex Advisory Services first reported a position in BNDX in Q3 2013 and has held it in 15 quarters since. The position peaked at $50.6M in Q4 2016. 351 funds tracked by Wall St. Rank hold BNDX as of Q3 2026.

  • Annex Advisory Services held 15,088 shares of Vanguard Total International Bond ETF worth $707K as of Q3 2026.
  • Vanguard Total International Bond ETF was a new Annex Advisory Services position in Q3 2026.
  • Vanguard Total International Bond ETF made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #233 holding.
  • Annex Advisory Services first reported a position in Vanguard Total International Bond ETF in Q3 2013 and has held it in 15 quarters since.
  • Annex Advisory Services's Vanguard Total International Bond ETF position peaked at $50.6M in Q4 2016.
  • 351 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.