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EP Wealth Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History

EP Wealth Advisors’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 		$17.6M Buy
364,167
+122,399
+51% +$5.89M 0.07% 197
2026
Q1 		$11.6M Sell
241,768
-116,838
-33% -$5.67M 0.06% 200
2025
Q4 		$17.3M Buy
+358,606
New +$17.7M 0.09% 145
2025
Q2 		$2.25M Buy
45,461
+35,739
+368% +$1.76M 0.01% 390
2025
Q1 		$475K Sell
9,722
-4,752
-33% -$232K ﹤0.01% 725
2024
Q4 		$710K Sell
14,474
-22,081
-60% -$1.1M 0.01% 588
2024
Q3 		$1.84M Sell
36,555
-2,138
-6% -$106K 0.02% 373
2024
Q2 		$1.88M Buy
+38,693
New +$1.88M 0.02% 291
2024
Q1 		– Sell
-4,259
Closed -$210K – 839
2023
Q4 		$210K Sell
4,259
-1,076
-20% -$52.4K ﹤0.01% 702
2023
Q3 		$255K Sell
5,335
-132,688
-96% -$6.42M ﹤0.01% 595
2023
Q2 		$271K Hold
138,023
– – ﹤0.01% 584
2023
Q1 		$10.2M Buy
138,023
+86,394
+167% +$4.18M 0.18% 88
2022
Q4 		$2.45M Buy
+51,629
New +$2.49M 0.04% 203
2022
Q2 		– Sell
-102,414
Closed -$5.37M – 644
2022
Q1 		$5.37M Buy
+102,414
New +$5.5M 0.12% 104
2021
Q4 		– Sell
-112,777
Closed -$6.42M – 548
2021
Q3 		$6.42M Sell
112,777
-1,231
-1% -$70.9K 0.18% 78
2021
Q2 		$6.51M Sell
114,008
-6,468
-5% -$369K 0.18% 83
2021
Q1 		$6.88M Sell
120,476
-4,313
-3% -$249K 0.22% 76
2020
Q4 		$7.31M Buy
124,789
+18,208
+17% +$1.06M 0.26% 62
2020
Q3 		$6.2M Sell
106,581
-105,519
-50% -$6.12M 0.27% 58
2020
Q2 		$12.2M Sell
212,100
-42,090
-17% -$2.4M 0.52% 46
2020
Q1 		$14.3M Sell
254,190
-15,900
-6% -$908K 0.7% 31
2019
Q4 		$15.3M Buy
270,090
+139,602
+107% +$8.11M 0.63% 33
2019
Q3 		$7.68M Buy
+130,488
New +$7.61M 0.38% 54

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

EP Wealth Advisors's BNDX Position: Q2 2026 in Review

EP Wealth Advisors increased its Vanguard Total International Bond ETF (BNDX) stake by 51% in Q2 2026, buying an estimated $5.89M and bringing the position to 364,167 shares worth $17.6M. The position accounts for 0.07% of the portfolio, ranked #197.

EP Wealth Advisors first reported a position in BNDX in Q3 2019 and has held it in 23 quarters since. 1,109 funds tracked by Wall St. Rank hold BNDX as of Q2 2026.

  • EP Wealth Advisors held 364,167 shares of Vanguard Total International Bond ETF worth $17.6M as of Q2 2026.
  • EP Wealth Advisors bought 122,399 Vanguard Total International Bond ETF shares in Q2 2026, an estimated $5.89M.
  • Vanguard Total International Bond ETF made up 0.07% of EP Wealth Advisors's portfolio in Q2 2026, its #197 holding.
  • EP Wealth Advisors first reported a position in Vanguard Total International Bond ETF in Q3 2019 and has held it in 23 quarters since.
  • 1,109 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.