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Birch Financial Group’s Vanguard Total International Bond ETF BNDX Stock Holding History

Birch Financial Group’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
Q2 		$1.27M Buy
26,219
+4,279
+20% +$206K 0.65% 32
2026
Q1 		$1.05M Sell
21,940
-191
-0.9% -$9.26K 0.62% 37
2025
Q4 		$1.07M Buy
22,131
+1,172
+6% +$57.9K 0.61% 31
2025
Q3 		$1.04M Buy
20,959
+2,482
+13% +$122K 0.61% 36
2025
Q2 		$915K Buy
18,477
+4,627
+33% +$228K 0.73% 33
2025
Q1 		$676K Buy
13,850
+7,797
+129% +$381K 0.6% 35
2024
Q4 		$297K Buy
+6,053
New +$303K 0.33% 68

Other funds holding BNDX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Birch Financial Group's BNDX Position: Q2 2026 in Review

Birch Financial Group increased its Vanguard Total International Bond ETF (BNDX) stake by 20% in Q2 2026, buying an estimated $206K and bringing the position to 26,219 shares worth $1.27M. The position accounts for 0.65% of the portfolio, ranked #32.

Birch Financial Group first reported a position in BNDX in Q4 2024 and has held it in 7 quarters since. 753 funds tracked by Wall St. Rank hold BNDX as of Q2 2026.

  • Birch Financial Group held 26,219 shares of Vanguard Total International Bond ETF worth $1.27M as of Q2 2026.
  • Birch Financial Group bought 4,279 Vanguard Total International Bond ETF shares in Q2 2026, an estimated $206K.
  • Vanguard Total International Bond ETF made up 0.65% of Birch Financial Group's portfolio in Q2 2026, its #32 holding.
  • Birch Financial Group first reported a position in Vanguard Total International Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 753 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.