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Confluence Wealth Services’s Vanguard Total International Bond ETF BNDX Stock Holding History

Confluence Wealth Services’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
Q4 		– Sell
-20,256
Closed -$1M – 373
2025
Q3 		$1M Hold
20,256
– – 0.05% 175
2025
Q2 		$1M Sell
20,256
-259
-1% -$12.7K 0.05% 173
2025
Q1 		$1.01M Buy
+20,515
New +$1M 0.06% 156
2022
Q1 		– Sell
-131
Closed -$7K – 355
2021
Q4 		$7K Buy
+131
New +$7.44K ﹤0.01% 986

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Confluence Wealth Services's BNDX Position: Q4 2025 in Review

Confluence Wealth Services sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2025, closing a stake of 20,256 shares — an estimated $1M sold.

Confluence Wealth Services first reported a position in BNDX in Q4 2021 and held it in 4 quarters. The position peaked at $1.01M in Q1 2025. 1,080 funds tracked by Wall St. Rank hold BNDX as of Q4 2025.

  • Confluence Wealth Services reported no remaining Vanguard Total International Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Confluence Wealth Services sold 20,256 Vanguard Total International Bond ETF shares in Q4 2025, an estimated $1M.
  • Confluence Wealth Services first reported a position in Vanguard Total International Bond ETF in Q4 2021 and held it in 4 quarters.
  • Confluence Wealth Services's Vanguard Total International Bond ETF position peaked at $1.01M in Q1 2025.
  • 1,080 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2025.

Based on Confluence Wealth Services's 13F filing for Q4 2025, filed 28 Jan 2026.