Brown Financial Advisory’s Vanguard Total International Bond ETF BNDX Stock Holding History

Brown Financial Advisory’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
2025 Q1	–	Sell	-5,601	Closed	-$275K	–	53
2024 Q4	$275K	Sell	5,601 -600	-10%	-$30K	0.2%	29
2024 Q3	$312K	Hold	6,201	–	–	0.22%	26
2024 Q2	$302K	Hold	6,201	–	–	0.23%	25
2024 Q1	$305K	Sell	6,201 -2,373	-28%	-$116K	0.24%	24
2023 Q4	$423K	Sell	8,574 -3,010	-26%	-$147K	0.34%	21
2023 Q3	$554K	Sell	11,584 -12,737	-52%	-$617K	0.49%	18
2023 Q2	$1.19M	Sell	24,321 -442	-2%	-$21.5K	0.97%	13
2023 Q1	$1.21M	Sell	24,763 -1,637	-6%	-$79.3K	1.17%	13
2022 Q4	$1.25M	Sell	26,400 -10,248	-28%	-$494K	1.29%	11
2022 Q3	$1.75M	Buy	36,648 +25,518	+229%	+$1.27M	1.68%	12
2022 Q2	$551K	Sell	11,130 -24,314	-69%	-$1.23M	0.59%	17
2022 Q1	$1.86M	Buy	+35,444	New	+$1.9M	1.51%	10

Other funds holding BNDX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brown Financial Advisory's BNDX Position: Q1 2025 in Review

Brown Financial Advisory sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2025, closing a stake of 5,601 shares — an estimated $275K sold.

Brown Financial Advisory first reported a position in BNDX in Q1 2022 and held it in 12 quarters. The position peaked at $1.86M in Q1 2022. 928 funds tracked by Wall St. Rank hold BNDX as of Q1 2025.

Brown Financial Advisory reported no remaining Vanguard Total International Bond ETF position as of Q1 2025 after selling out during the quarter.
Brown Financial Advisory sold 5,601 Vanguard Total International Bond ETF shares in Q1 2025, an estimated $275K.
Brown Financial Advisory first reported a position in Vanguard Total International Bond ETF in Q1 2022 and held it in 12 quarters.
Brown Financial Advisory's Vanguard Total International Bond ETF position peaked at $1.86M in Q1 2022.
928 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2025.

Based on Brown Financial Advisory's 13F filing for Q1 2025, filed 30 Apr 2025.