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 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 New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Essential Planning's BNDX Position: Q1 2026 in Review

Essential Planning reduced its Vanguard Total International Bond ETF (BNDX) stake by 0.1% in Q1 2026, selling an estimated $630 and leaving 13,306 shares worth $639K. The position accounts for 0.2% of the portfolio, ranked #43.

Essential Planning first reported a position in BNDX in Q4 2022 and has held it in 14 quarters since. The position peaked at $31M in Q4 2024. 1,115 funds tracked by Wall St. Rank hold BNDX as of Q1 2026.

Essential Planning held 13,306 shares of Vanguard Total International Bond ETF worth $639K as of Q1 2026.
Essential Planning sold 13 Vanguard Total International Bond ETF shares in Q1 2026, an estimated $630.
Vanguard Total International Bond ETF made up 0.2% of Essential Planning's portfolio in Q1 2026, its #43 holding.
Essential Planning first reported a position in Vanguard Total International Bond ETF in Q4 2022 and has held it in 14 quarters since.
Essential Planning's Vanguard Total International Bond ETF position peaked at $31M in Q4 2024.
1,115 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.