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Helen Stephens Group’s Vanguard Total International Bond ETF BNDX Stock Holding History

Helen Stephens 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
2026
Q2 		$953K Sell
19,669
-2,211
-10% -$106K 0.16% 58
2026
Q1 		$1.05M Sell
21,880
-5,982
-21% -$290K 0.21% 53
2025
Q4 		$1.35M Sell
27,862
-1,829
-6% -$90.3K 0.28% 38
2025
Q3 		$1.47M Sell
29,691
-3,201
-10% -$158K 0.33% 36
2025
Q2 		$1.63M Sell
32,892
-56,495
-63% -$2.78M 0.4% 33
2025
Q1 		$4.36M Sell
89,387
-49,068
-35% -$2.4M 1.23% 18
2024
Q4 		$6.79M Sell
138,455
-254,771
-65% -$12.7M 2.01% 13
2024
Q3 		$19.8M Buy
393,226
+29,833
+8% +$1.48M 6% 5
2024
Q2 		$17.7M Buy
363,393
+23,338
+7% +$1.14M 6.12% 5
2024
Q1 		$16.7M Buy
340,055
+26,010
+8% +$1.27M 6.46% 4
2023
Q4 		$15.5M Buy
314,045
+23,072
+8% +$1.12M 6.95% 3
2023
Q3 		$13.9M Buy
290,973
+4,192
+1% +$203K 7.2% 3
2023
Q2 		$14M Buy
286,781
+4,562
+2% +$222K 7.09% 3
2023
Q1 		$13.8M Buy
282,219
+25,274
+10% +$1.22M 7.17% 3
2022
Q4 		$12.2M Buy
256,945
+52,958
+26% +$2.55M 7.27% 3
2022
Q3 		$9.74M Sell
203,987
-31,807
-13% -$1.58M 6.82% 4
2022
Q2 		$11.7M Sell
235,794
-5,827
-2% -$294K 8.29% 3
2022
Q1 		$12.7M Buy
241,621
+20,903
+9% +$1.12M 8.74% 3
2021
Q4 		$12.2M Buy
+220,718
New +$12.5M 9.76% 3

Other funds holding BNDX

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Helen Stephens Group's BNDX Position: Q2 2026 in Review

Helen Stephens Group reduced its Vanguard Total International Bond ETF (BNDX) stake by 10% in Q2 2026, selling an estimated $106K and leaving 19,669 shares worth $953K. The position accounts for 0.16% of the portfolio, ranked #58.

Helen Stephens Group first reported a position in BNDX in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.8M in Q3 2024. 549 funds tracked by Wall St. Rank hold BNDX as of Q2 2026.

  • Helen Stephens Group held 19,669 shares of Vanguard Total International Bond ETF worth $953K as of Q2 2026.
  • Helen Stephens Group sold 2,211 Vanguard Total International Bond ETF shares in Q2 2026, an estimated $106K.
  • Vanguard Total International Bond ETF made up 0.16% of Helen Stephens Group's portfolio in Q2 2026, its #58 holding.
  • Helen Stephens Group first reported a position in Vanguard Total International Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Helen Stephens Group's Vanguard Total International Bond ETF position peaked at $19.8M in Q3 2024.
  • 549 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.