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Capstone Financial Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History

Capstone Financial 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
2026
Q1 		$52.5M Sell
1,092,406
-15,248
-1% -$739K 2.83% 10
2025
Q4 		$53.5M Buy
1,107,654
+38,773
+4% +$1.91M 2.85% 11
2025
Q3 		$52.9M Buy
1,068,881
+18,483
+2% +$912K 2.87% 11
2025
Q2 		$52M Sell
1,050,398
-1,692
-0.2% -$83.3K 3.01% 10
2025
Q1 		$51.4M Buy
1,052,090
+18,417
+2% +$901K 3.22% 10
2024
Q4 		$50.7M Buy
1,033,673
+33,509
+3% +$1.68M 3.13% 10
2024
Q3 		$50.3M Buy
1,000,164
+37,748
+4% +$1.87M 3.09% 10
2024
Q2 		$46.8M Buy
962,416
+32,370
+3% +$1.58M 3.09% 10
2024
Q1 		$45.7M Buy
930,046
+23,735
+3% +$1.16M 3.07% 10
2023
Q4 		$44.7M Buy
906,311
+89,664
+11% +$4.37M 3.2% 10
2023
Q3 		$39.1M Buy
816,647
+36,258
+5% +$1.76M 3.08% 10
2023
Q2 		$38.1M Buy
780,389
+46,400
+6% +$2.26M 2.87% 10
2023
Q1 		$35.9M Buy
733,989
+25,630
+4% +$1.24M 2.84% 10
2022
Q4 		$33.6M Sell
708,359
-107,679
-13% -$5.19M 2.84% 10
2022
Q3 		$38.9M Sell
816,038
-127,891
-14% -$6.36M 3.59% 10
2022
Q2 		$46.8M Buy
943,929
+34,230
+4% +$1.73M 3.98% 9
2022
Q1 		$47.7M Sell
909,699
-276,030
-23% -$14.8M 3.46% 8
2021
Q4 		$65.4M Sell
1,185,729
-51,946
-4% -$2.95M 4.73% 6
2021
Q3 		$70.5M Sell
1,237,675
-259,218
-17% -$14.9M 5.52% 7
2021
Q2 		$85.5M Sell
1,496,893
-248,724
-14% -$14.2M 6.75% 5
2021
Q1 		$99.7M Buy
1,745,617
+132,231
+8% +$7.63M 8.84% 3
2020
Q4 		$94.5M Buy
1,613,386
+90,676
+6% +$5.29M 8.97% 3
2020
Q3 		$88.6M Buy
1,522,710
+94,414
+7% +$5.48M 9.37% 3
2020
Q2 		$82.5M Buy
1,428,296
+60,747
+4% +$3.47M 9.43% 3
2020
Q1 		$76.9M Sell
1,367,549
-6,890
-0.5% -$394K 10.04% 4
2019
Q4 		$77.8M Buy
1,374,439
+119,059
+9% +$6.91M 10.94% 3
2019
Q3 		$73.9M Buy
1,255,380
+94,851
+8% +$5.53M 11.29% 3
2019
Q2 		$66.5M Buy
1,160,529
+42,763
+4% +$2.4M 10.76% 3
2019
Q1 		$62.3M Buy
1,117,766
+304,002
+37% +$16.7M 10.65% 3
2018
Q4 		$44.1M Buy
813,764
+305,573
+60% +$16.7M 8.86% 3
2018
Q3 		$27.7M Buy
508,191
+208,582
+70% +$11.4M 6.89% 5
2018
Q2 		$16.4M Buy
299,609
+57,239
+24% +$3.12M 4.92% 7
2018
Q1 		$13.3M Buy
242,370
+108,954
+82% +$5.91M 4.38% 7
2017
Q4 		$7.25M Buy
133,416
+102,640
+334% +$5.63M 2.71% 8
2017
Q3 		$1.68M Buy
30,776
+26,311
+589% +$1.44M 0.75% 18
2017
Q2 		$243K Buy
+4,465
New +$243K 0.12% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Capstone Financial Advisors's BNDX Position: Q1 2026 in Review

Capstone Financial Advisors reduced its Vanguard Total International Bond ETF (BNDX) stake by 1.4% in Q1 2026, selling an estimated $739K and leaving 1,092,406 shares worth $52.5M. The position accounts for 2.83% of the portfolio, ranked #10.

Capstone Financial Advisors first reported a position in BNDX in Q2 2017 and has held it in 36 quarters since. The position peaked at $99.7M in Q1 2021. 1,115 funds tracked by Wall St. Rank hold BNDX as of Q1 2026.

  • Capstone Financial Advisors held 1,092,406 shares of Vanguard Total International Bond ETF worth $52.5M as of Q1 2026.
  • Capstone Financial Advisors sold 15,248 Vanguard Total International Bond ETF shares in Q1 2026, an estimated $739K.
  • Vanguard Total International Bond ETF made up 2.83% of Capstone Financial Advisors's portfolio in Q1 2026, its #10 holding.
  • Capstone Financial Advisors first reported a position in Vanguard Total International Bond ETF in Q2 2017 and has held it in 36 quarters since.
  • Capstone Financial Advisors's Vanguard Total International Bond ETF position peaked at $99.7M in Q1 2021.
  • 1,115 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.