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Elios Financial Group’s Vanguard Total International Bond ETF BNDX Stock Holding History

Elios Financial Group’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 		$337K Sell
6,816
-676
-9% -$33.3K 0.15% 101
2025
Q1 		$366K Sell
7,492
-542
-7% -$26.5K 0.18% 89
2024
Q4 		$394K Sell
8,034
-10
-0.1% -$500 0.19% 87
2024
Q3 		$404K Buy
+8,044
New +$399K 0.19% 88

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

Elios Financial Group's BNDX Position: Q2 2025 in Review

Elios Financial Group reduced its Vanguard Total International Bond ETF (BNDX) stake by 9% in Q2 2025, selling an estimated $33.3K and leaving 6,816 shares worth $337K. The position accounts for 0.15% of the portfolio, ranked #101.

Elios Financial Group first reported a position in BNDX in Q3 2024 and has held it in 4 quarters since. The position peaked at $404K in Q3 2024. 985 funds tracked by Wall St. Rank hold BNDX as of Q2 2025.

  • Elios Financial Group held 6,816 shares of Vanguard Total International Bond ETF worth $337K as of Q2 2025.
  • Elios Financial Group sold 676 Vanguard Total International Bond ETF shares in Q2 2025, an estimated $33.3K.
  • Vanguard Total International Bond ETF made up 0.15% of Elios Financial Group's portfolio in Q2 2025, its #101 holding.
  • Elios Financial Group first reported a position in Vanguard Total International Bond ETF in Q3 2024 and has held it in 4 quarters since.
  • Elios Financial Group's Vanguard Total International Bond ETF position peaked at $404K in Q3 2024.
  • 985 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.