Heartwood Wealth Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History

Heartwood Wealth Advisors’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 Q3	–	Sell	-13,178	Closed	-$638K	–	224
2026 Q2	$638K	Hold	13,178	–	–	0.05%	128
2026 Q1	$633K	Hold	13,178	–	–	0.06%	122
2025 Q4	$637K	Hold	13,178	–	–	0.06%	102
2025 Q3	$652K	Hold	13,178	–	–	0.06%	102
2025 Q2	$652K	Hold	13,178	–	–	0.07%	99
2025 Q1	$643K	Buy	+13,178	New	+$644K	0.07%	92

Other funds holding BNDX

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAM

Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Atmos Advisory Pittsburgh, Pennsylvania $188M AUM 5.33% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Heartwood Wealth Advisors's BNDX Position: Q3 2026 in Review

Heartwood Wealth Advisors sold out of Vanguard Total International Bond ETF (BNDX) in Q3 2026, closing a stake of 13,178 shares — an estimated $638K sold.

Heartwood Wealth Advisors first reported a position in BNDX in Q1 2025 and held it in 6 quarters. The position peaked at $652K in Q2 2025. 61 funds tracked by Wall St. Rank hold BNDX as of Q3 2026.

Heartwood Wealth Advisors reported no remaining Vanguard Total International Bond ETF position as of Q3 2026 after selling out during the quarter.
Heartwood Wealth Advisors sold 13,178 Vanguard Total International Bond ETF shares in Q3 2026, an estimated $638K.
Heartwood Wealth Advisors first reported a position in Vanguard Total International Bond ETF in Q1 2025 and held it in 6 quarters.
Heartwood Wealth Advisors's Vanguard Total International Bond ETF position peaked at $652K in Q2 2025.
61 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.