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Burt Wealth Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History

Burt Wealth Advisors’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
Q3 		$412K Buy
8,331
+10
+0.1% +$493 0.1% 81
2025
Q2 		$412K Sell
8,321
-51
-0.6% -$2.51K 0.09% 76
2025
Q1 		$409K Sell
8,372
-375
-4% -$18.3K 0.1% 68
2024
Q4 		$429K Hold
8,747
– – 0.11% 69
2024
Q3 		$440K Sell
8,747
-38
-0.4% -$1.89K 0.11% 67
2024
Q2 		$428K Sell
8,785
-61
-0.7% -$2.97K 0.11% 69
2024
Q1 		$435K Buy
8,846
+61
+0.7% +$2.98K 0.11% 77
2023
Q4 		$434K Buy
8,785
+343
+4% +$16.7K 0.12% 65
2023
Q3 		$404K Buy
8,442
+324
+4% +$15.7K 0.12% 61
2023
Q2 		$397K Hold
8,118
– – 0.12% 67
2023
Q1 		$397K Sell
8,118
-1,159
-12% -$56.1K 0.12% 65
2022
Q4 		$440K Buy
9,277
+508
+6% +$24.5K 0.15% 63
2022
Q3 		$419K Sell
8,769
-531
-6% -$26.4K 0.17% 47
2022
Q2 		$461K Sell
9,300
-190
-2% -$9.59K 0.16% 48
2022
Q1 		$498K Sell
9,490
-6,026
-39% -$324K 0.15% 51
2021
Q4 		$856K Hold
15,516
– – 0.28% 32
2021
Q3 		$884K Sell
15,516
-37,500
-71% -$2.16M 0.28% 30
2021
Q2 		$3.03M Buy
53,016
+182
+0.3% +$10.4K 1.09% 15
2021
Q1 		$3.02M Buy
52,834
+561
+1% +$32.4K 1.11% 14
2020
Q4 		$3.06M Hold
52,273
– – 1.05% 15
2020
Q3 		$3.04M Sell
52,273
-27
-0.1% -$1.57K 1.14% 16
2020
Q2 		$3.02M Sell
52,300
-68
-0.1% -$3.88K 1.22% 14
2020
Q1 		$2.95M Buy
52,368
+200
+0.4% +$11.4K 1.32% 12
2019
Q4 		$2.95M Buy
52,168
+265
+0.5% +$15.4K 1.15% 13
2019
Q3 		$3.05M Sell
51,903
-626
-1% -$36.5K 1.26% 12
2019
Q2 		$3.01M Sell
52,529
-32
-0.1% -$1.8K 1.32% 11
2019
Q1 		$2.93M Sell
52,561
-17,242
-25% -$946K 1.32% 11
2018
Q4 		$3.79M Buy
69,803
+4,065
+6% +$222K 1.79% 11
2018
Q3 		$3.58M Buy
65,738
+5,939
+10% +$325K 1.63% 10
2018
Q2 		$3.27M Sell
59,799
-9,703
-14% -$529K 1.57% 10
2018
Q1 		$3.8M Buy
69,502
+364
+0.5% +$19.7K 1.94% 9
2017
Q4 		$3.76M Buy
69,138
+951
+1% +$52.2K 2.34% 8
2017
Q3 		$3.72M Buy
68,187
+110
+0.2% +$6K 2.44% 8
2017
Q2 		$3.7M Buy
68,077
+3,707
+6% +$202K 2.56% 8
2017
Q1 		$3.48M Buy
64,370
+7,195
+13% +$388K 2.51% 7
2016
Q4 		$320K Hold
57,175
– – 0.29% 50
2016
Q3 		$320K Buy
57,175
+91
+0.2% +$5.09K 0.34% 40
2016
Q2 		$3.18M Buy
57,084
+40
+0.1% +$2.19K 3.53% 5
2016
Q1 		$3.11M Sell
57,044
-79,744
-58% -$4.29M 2.84% 6
2015
Q4 		$7.21M Buy
136,788
+81,191
+146% +$4.3M 5.76% 4
2015
Q3 		$2.91M Hold
55,597
– – 3.62% 5
2015
Q2 		$2.91M Buy
55,597
+52,117
+1,498% +$2.77M 3.17% 5
2015
Q1 		$167K Hold
3,480
– – 0.17% 60
2014
Q4 		$185K Buy
+3,480
New +$183K 0.2% 57

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Burt Wealth Advisors's BNDX Position: Q3 2025 in Review

Burt Wealth Advisors increased its Vanguard Total International Bond ETF (BNDX) stake by 0.12% in Q3 2025, buying an estimated $493 and bringing the position to 8,331 shares worth $412K. The position accounts for 0.1% of the portfolio, ranked #81.

Burt Wealth Advisors first reported a position in BNDX in Q4 2014 and has held it in 44 quarters since. The position peaked at $7.21M in Q4 2015. 990 funds tracked by Wall St. Rank hold BNDX as of Q3 2025.

  • Burt Wealth Advisors held 8,331 shares of Vanguard Total International Bond ETF worth $412K as of Q3 2025.
  • Burt Wealth Advisors bought 10 Vanguard Total International Bond ETF shares in Q3 2025, an estimated $493.
  • Vanguard Total International Bond ETF made up 0.1% of Burt Wealth Advisors's portfolio in Q3 2025, its #81 holding.
  • Burt Wealth Advisors first reported a position in Vanguard Total International Bond ETF in Q4 2014 and has held it in 44 quarters since.
  • Burt Wealth Advisors's Vanguard Total International Bond ETF position peaked at $7.21M in Q4 2015.
  • 990 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.