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Essex Financial Services’s Vanguard Total International Bond ETF BNDX Stock Holding History

Essex Financial Services’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 		$349K Sell
7,197
-396
-5% -$19K 0.02% 602
2026
Q1 		$365K Buy
7,593
+1,902
+33% +$92.2K 0.02% 554
2025
Q4 		$275K Sell
5,691
-233
-4% -$11.5K 0.02% 634
2025
Q3 		$293K Hold
5,924
– – 0.02% 585
2025
Q2 		$293K Sell
5,924
-562
-9% -$27.7K 0.02% 556
2025
Q1 		$317K Buy
6,486
+121
+2% +$5.92K 0.02% 483
2024
Q4 		$312K Buy
6,365
+18
+0.3% +$900 0.02% 482
2024
Q3 		$317K Buy
6,347
+2,141
+51% +$106K 0.02% 479
2024
Q2 		$208K Buy
+4,206
New +$205K 0.02% 574
2023
Q1 		– Sell
-5,762
Closed -$273K – 486
2022
Q4 		$273K Buy
5,762
+13
+0.2% +$626 0.03% 377
2022
Q3 		$274K Sell
5,749
-4,587
-44% -$228K 0.03% 357
2022
Q2 		$512K Buy
10,336
+4,587
+80% +$231K 0.06% 269
2022
Q1 		$302K Sell
5,749
-168
-3% -$9.02K 0.03% 372
2021
Q4 		$326K Buy
5,917
+241
+4% +$13.7K 0.03% 356
2021
Q3 		$323K Sell
5,676
-648
-10% -$37.3K 0.04% 333
2021
Q2 		$361K Hold
6,324
– – 0.05% 285
2021
Q1 		$361K Sell
6,324
-277
-4% -$16K 0.06% 232
2020
Q4 		$386K Buy
6,601
+211
+3% +$12.3K 0.08% 215
2020
Q3 		$372K Buy
6,390
+20
+0.3% +$1.16K 0.09% 195
2020
Q2 		$368K Sell
6,370
-180
-3% -$10.3K 0.11% 168
2020
Q1 		$368K Sell
6,550
-61
-0.9% -$3.48K 0.13% 154
2019
Q4 		$374K Buy
6,611
+1,714
+35% +$99.5K 0.1% 177
2019
Q3 		$288K Buy
4,897
+235
+5% +$13.7K 0.09% 193
2019
Q2 		$267K Buy
4,662
+131
+3% +$7.36K 0.08% 198
2019
Q1 		$253K Buy
4,531
+741
+20% +$40.7K 0.08% 198
2018
Q4 		$206K Buy
+3,790
New +$207K 0.06% 226

Other funds holding BNDX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Essex Financial Services's BNDX Position: Q2 2026 in Review

Essex Financial Services reduced its Vanguard Total International Bond ETF (BNDX) stake by 5.2% in Q2 2026, selling an estimated $19K and leaving 7,197 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #602.

Essex Financial Services first reported a position in BNDX in Q4 2018 and has held it in 26 quarters since. The position peaked at $512K in Q2 2022. 851 funds tracked by Wall St. Rank hold BNDX as of Q2 2026.

  • Essex Financial Services held 7,197 shares of Vanguard Total International Bond ETF worth $349K as of Q2 2026.
  • Essex Financial Services sold 396 Vanguard Total International Bond ETF shares in Q2 2026, an estimated $19K.
  • Vanguard Total International Bond ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #602 holding.
  • Essex Financial Services first reported a position in Vanguard Total International Bond ETF in Q4 2018 and has held it in 26 quarters since.
  • Essex Financial Services's Vanguard Total International Bond ETF position peaked at $512K in Q2 2022.
  • 851 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.