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Capital & Planning LLC’s Vanguard Total International Bond ETF BNDX Stock Holding History

Capital & Planning LLC’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
-12
Closed -$589 – 48
2024
Q4 		$589 Buy
+12
New +$600 ﹤0.01% 182

Other funds holding BNDX

JP Morgan Chase
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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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital & Planning LLC's BNDX Position: Q1 2025 in Review

Capital & Planning LLC sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2025, closing a stake of 12 shares — an estimated $589 sold.

Capital & Planning LLC first reported a position in BNDX in Q4 2024 and held it in 1 quarter. The position peaked at $589 in Q4 2024. 927 funds tracked by Wall St. Rank hold BNDX as of Q1 2025.

  • Capital & Planning LLC reported no remaining Vanguard Total International Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Capital & Planning LLC sold 12 Vanguard Total International Bond ETF shares in Q1 2025, an estimated $589.
  • Capital & Planning LLC first reported a position in Vanguard Total International Bond ETF in Q4 2024 and held it in 1 quarter.
  • Capital & Planning LLC's Vanguard Total International Bond ETF position peaked at $589 in Q4 2024.
  • 927 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.