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Hart & Patterson Financial Group’s Vanguard Total International Bond ETF BNDX Stock Holding History

Hart & Patterson Financial Group’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
2024
Q4 		$9.41M Buy
191,752
+4,149
+2% +$208K 4.57% 3
2024
Q3 		$9.43M Sell
187,603
-2,195
-1% -$109K 4.47% 3
2024
Q2 		$9.24M Buy
189,798
+5,020
+3% +$244K 4.58% 4
2024
Q1 		$9.09M Buy
+184,778
New +$9.03M 4.5% 4

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Hart & Patterson Financial Group's BNDX Position: Q4 2024 in Review

Hart & Patterson Financial Group increased its Vanguard Total International Bond ETF (BNDX) stake by 2.2% in Q4 2024, buying an estimated $208K and bringing the position to 191,752 shares worth $9.41M. The position accounts for 4.57% of the portfolio, ranked #3.

Hart & Patterson Financial Group first reported a position in BNDX in Q1 2024 and has held it in 4 quarters since. The position peaked at $9.43M in Q3 2024. 932 funds tracked by Wall St. Rank hold BNDX as of Q4 2024.

  • Hart & Patterson Financial Group held 191,752 shares of Vanguard Total International Bond ETF worth $9.41M as of Q4 2024.
  • Hart & Patterson Financial Group bought 4,149 Vanguard Total International Bond ETF shares in Q4 2024, an estimated $208K.
  • Vanguard Total International Bond ETF made up 4.57% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #3 holding.
  • Hart & Patterson Financial Group first reported a position in Vanguard Total International Bond ETF in Q1 2024 and has held it in 4 quarters since.
  • Hart & Patterson Financial Group's Vanguard Total International Bond ETF position peaked at $9.43M in Q3 2024.
  • 932 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.