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Essential Planning’s Vanguard Total International Bond ETF BNDX Stock Holding History

Essential 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 		$640K Sell
13,205
-101
-0.8% -$4.86K 0.18% 45
2026
Q1 		$639K Sell
13,306
-13
-0.1% -$630 0.2% 43
2025
Q4 		$644K Sell
13,319
-10,791
-45% -$533K 0.21% 43
2025
Q3 		$1.19M Buy
24,110
+11,298
+88% +$557K 0.41% 29
2025
Q2 		$634K Buy
12,812
+2,023
+19% +$99.6K 0.24% 43
2025
Q1 		$527K Sell
10,789
-609,087
-98% -$29.8M 0.21% 46
2024
Q4 		$31M Buy
619,876
+610,520
+6,525% +$30.5M 0.2% 43
2024
Q3 		$470K Sell
9,356
-209
-2% -$10.4K 0.19% 47
2024
Q2 		$466K Buy
9,565
+1,168
+14% +$56.9K 0.2% 42
2024
Q1 		$415K Hold
8,397
– – 0.21% 42
2023
Q4 		$415K Buy
8,397
+301
+4% +$14.7K 0.21% 42
2023
Q3 		$387K Buy
8,096
+300
+4% +$14.5K 0.21% 39
2023
Q2 		$381K Sell
7,796
-1,008
-11% -$49.1K 0.22% 37
2023
Q1 		$431K Buy
8,804
+1,105
+14% +$53.5K 0.26% 30
2022
Q4 		$367K Buy
+7,699
New +$371K 0.28% 30

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

Essential Planning's BNDX Position: Q2 2026 in Review

Essential Planning reduced its Vanguard Total International Bond ETF (BNDX) stake by 0.76% in Q2 2026, selling an estimated $4.86K and leaving 13,205 shares worth $640K. The position accounts for 0.18% of the portfolio, ranked #45.

Essential Planning first reported a position in BNDX in Q4 2022 and has held it in 15 quarters since. The position peaked at $31M in Q4 2024. 1,113 funds tracked by Wall St. Rank hold BNDX as of Q2 2026.

  • Essential Planning held 13,205 shares of Vanguard Total International Bond ETF worth $640K as of Q2 2026.
  • Essential Planning sold 101 Vanguard Total International Bond ETF shares in Q2 2026, an estimated $4.86K.
  • Vanguard Total International Bond ETF made up 0.18% of Essential Planning's portfolio in Q2 2026, its #45 holding.
  • Essential Planning first reported a position in Vanguard Total International Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Essential Planning's Vanguard Total International Bond ETF position peaked at $31M in Q4 2024.
  • 1,113 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2026.

Based on Essential Planning's 13F filing for Q2 2026, filed 3 Aug 2026.