Evergreen Private Wealth’s Vanguard Total International Bond ETF BNDX Stock Holding History

Evergreen Private Wealth’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	$5.5M	Buy	113,644 +4,536	+4%	+$218K	2.04%	19
2026 Q1	$5.24M	Buy	109,108 +2,147	+2%	+$104K	2.12%	23
2025 Q4	$5.17M	Buy	106,961 +8,576	+9%	+$424K	2.04%	23
2025 Q3	$4.87M	Sell	98,385 -683	-0.7%	-$33.7K	1.97%	24
2025 Q2	$4.9M	Buy	99,068 +6,171	+7%	+$304K	2.06%	23
2025 Q1	$4.54M	Buy	92,897 +2,558	+3%	+$125K	2.12%	22
2024 Q4	$4.43M	Buy	90,339 +1,988	+2%	+$99.4K	2.08%	21
2024 Q3	$4.44M	Buy	88,351 +807	+0.9%	+$40.1K	2.06%	23
2024 Q2	$4.26M	Sell	87,544 -1,093	-1%	-$53.2K	2.1%	21
2024 Q1	$4.36M	Buy	88,637 +9,387	+12%	+$459K	2.18%	20
2023 Q4	$3.91M	Buy	+79,250	New	+$3.86M	2.11%	19

Other funds holding BNDX

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Evergreen Private Wealth's BNDX Position: Q2 2026 in Review

Evergreen Private Wealth increased its Vanguard Total International Bond ETF (BNDX) stake by 4.2% in Q2 2026, buying an estimated $218K and bringing the position to 113,644 shares worth $5.5M. The position accounts for 2.04% of the portfolio, ranked #19.

Evergreen Private Wealth first reported a position in BNDX in Q4 2023 and has held it in 11 quarters since. 1,110 funds tracked by Wall St. Rank hold BNDX as of Q2 2026.

Evergreen Private Wealth held 113,644 shares of Vanguard Total International Bond ETF worth $5.5M as of Q2 2026.
Evergreen Private Wealth bought 4,536 Vanguard Total International Bond ETF shares in Q2 2026, an estimated $218K.
Vanguard Total International Bond ETF made up 2.04% of Evergreen Private Wealth's portfolio in Q2 2026, its #19 holding.
Evergreen Private Wealth first reported a position in Vanguard Total International Bond ETF in Q4 2023 and has held it in 11 quarters since.
1,110 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2026.

Based on Evergreen Private Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.