CWRP
BNDX icon

Cassady Wealth & Retirement Planning’s Vanguard Total International Bond ETF BNDX Stock Holding History

Cassady Wealth & Retirement Planning’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
Q2 		$1.61M Buy
33,216
+1,658
+5% +$79.8K 0.75% 41
2026
Q1 		$1.52M Sell
31,558
-936
-3% -$45.4K 0.79% 40
2025
Q4 		$1.57M Buy
+32,494
New +$1.6M 1.02% 33

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cassady Wealth & Retirement Planning's BNDX Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its Vanguard Total International Bond ETF (BNDX) stake by 5.3% in Q2 2026, buying an estimated $79.8K and bringing the position to 33,216 shares worth $1.61M. The position accounts for 0.75% of the portfolio, ranked #41.

Cassady Wealth & Retirement Planning first reported a position in BNDX in Q4 2025 and has held it in 3 quarters since. 1,113 funds tracked by Wall St. Rank hold BNDX as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 33,216 shares of Vanguard Total International Bond ETF worth $1.61M as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 1,658 Vanguard Total International Bond ETF shares in Q2 2026, an estimated $79.8K.
  • Vanguard Total International Bond ETF made up 0.75% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #41 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Vanguard Total International Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,113 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.