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Cassady Schiller Wealth Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$72.8K Buy
1,484
+1,456
+5,200% +$72.8K 0.03% 177
2024
Q3 		$1.41K Hold
28
– – ﹤0.01% 408
2024
Q2 		$1.36K Hold
28
– – ﹤0.01% 411
2024
Q1 		$1.38K Buy
+28
New +$1.37K ﹤0.01% 438

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Cassady Schiller Wealth Management's BNDX Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Vanguard Total International Bond ETF (BNDX) stake by 5,200% in Q4 2024, buying an estimated $72.8K and bringing the position to 1,484 shares worth $72.8K. The position accounts for 0.03% of the portfolio, ranked #177.

Cassady Schiller Wealth Management first reported a position in BNDX in Q1 2024 and has held it in 4 quarters since. 931 funds tracked by Wall St. Rank hold BNDX as of Q4 2024.

  • Cassady Schiller Wealth Management held 1,484 shares of Vanguard Total International Bond ETF worth $72.8K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 1,456 Vanguard Total International Bond ETF shares in Q4 2024, an estimated $72.8K.
  • Vanguard Total International Bond ETF made up 0.03% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #177 holding.
  • Cassady Schiller Wealth Management first reported a position in Vanguard Total International Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • 931 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.