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

Congress 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
2025 Q2	$2.6M	Buy	52,419 +260	+0.5%	+$12.8K	0.03%	516
2025 Q1	$2.55M	Buy	52,159 +32,148	+161%	+$1.57M	0.03%	446
2024 Q4	$982K	Buy	20,011 +3,609	+22%	+$181K	0.01%	521
2024 Q3	$825K	Buy	16,402 +3,309	+25%	+$164K	0.01%	549
2024 Q2	$637K	Sell	13,093 -1,131	-8%	-$55.1K	0.01%	500
2024 Q1	$700K	Buy	14,224 +1,319	+10%	+$64.4K	0.01%	411
2023 Q4	$637K	Buy	12,905 +386	+3%	+$18.8K	0.01%	436
2023 Q3	$599K	Buy	+12,519	New	+$606K	0.01%	437

Other funds holding BNDX

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Congress Wealth Management's BNDX Position: Q2 2025 in Review

Congress Wealth Management increased its Vanguard Total International Bond ETF (BNDX) stake by 0.5% in Q2 2025, buying an estimated $12.8K and bringing the position to 52,419 shares worth $2.6M. The position accounts for 0.03% of the portfolio, ranked #516.

Congress Wealth Management first reported a position in BNDX in Q3 2023 and has held it in 8 quarters since. 985 funds tracked by Wall St. Rank hold BNDX as of Q2 2025.

Congress Wealth Management held 52,419 shares of Vanguard Total International Bond ETF worth $2.6M as of Q2 2025.
Congress Wealth Management bought 260 Vanguard Total International Bond ETF shares in Q2 2025, an estimated $12.8K.
Vanguard Total International Bond ETF made up 0.03% of Congress Wealth Management's portfolio in Q2 2025, its #516 holding.
Congress Wealth Management first reported a position in Vanguard Total International Bond ETF in Q3 2023 and has held it in 8 quarters since.
985 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.