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Brandywine Oak Private Wealth’s Vanguard Total International Bond ETF BNDX Stock Holding History

Brandywine Oak Private Wealth’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
2022
Q4 		– Sell
-170,948
Closed -$8.16M – 254
2022
Q3 		$8.16M Sell
170,948
-174,230
-50% -$8.66M 1.11% 17
2022
Q2 		$17.1M Sell
345,178
-2,034
-0.6% -$103K 2.19% 10
2022
Q1 		$18.2M Sell
347,212
-12,215
-3% -$656K 2.09% 13
2021
Q4 		$19.9M Buy
359,427
+26,182
+8% +$1.49M 2.17% 13
2021
Q3 		$19M Buy
333,245
+7,297
+2% +$421K 2.21% 14
2021
Q2 		$18.6M Buy
325,948
+67,253
+26% +$3.83M 2.17% 15
2021
Q1 		$14.8M Buy
258,695
+9,498
+4% +$548K 2.18% 14
2020
Q4 		$14.6M Buy
249,197
+136,064
+120% +$7.95M 2.22% 15
2020
Q3 		$6.58M Buy
113,133
+7,084
+7% +$411K 1.1% 22
2020
Q2 		$6.12M Buy
+106,049
New +$6.06M 1.09% 21
2019
Q1 		– Sell
-348
Closed – – 268
2018
Q4 		$0 Buy
+348
New +$19K ﹤0.01% 704

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Brandywine Oak Private Wealth's BNDX Position: Q4 2022 in Review

Brandywine Oak Private Wealth sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2022, closing a stake of 170,948 shares — an estimated $8.16M sold.

Brandywine Oak Private Wealth first reported a position in BNDX in Q4 2018 and held it in 11 quarters. The position peaked at $19.9M in Q4 2021. 749 funds tracked by Wall St. Rank hold BNDX as of Q4 2022.

  • Brandywine Oak Private Wealth reported no remaining Vanguard Total International Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 170,948 Vanguard Total International Bond ETF shares in Q4 2022, an estimated $8.16M.
  • Brandywine Oak Private Wealth first reported a position in Vanguard Total International Bond ETF in Q4 2018 and held it in 11 quarters.
  • Brandywine Oak Private Wealth's Vanguard Total International Bond ETF position peaked at $19.9M in Q4 2021.
  • 749 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q4 2022, filed 6 Feb 2023.