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

Heritage 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
2025
Q2 		– Sell
-4,819
Closed -$235K – 126
2025
Q1 		$235K Buy
+4,819
New +$236K 0.02% 104
2024
Q1 		– Sell
-5,458
Closed -$269K – 105
2023
Q4 		$269K Buy
+5,458
New +$266K 0.05% 81

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Heritage Financial Services's BNDX Position: Q2 2025 in Review

Heritage Financial Services sold out of Vanguard Total International Bond ETF (BNDX) in Q2 2025, closing a stake of 4,819 shares — an estimated $235K sold.

Heritage Financial Services first reported a position in BNDX in Q4 2023 and held it in 2 quarters. The position peaked at $269K in Q4 2023. 982 funds tracked by Wall St. Rank hold BNDX as of Q2 2025.

  • Heritage Financial Services reported no remaining Vanguard Total International Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Heritage Financial Services sold 4,819 Vanguard Total International Bond ETF shares in Q2 2025, an estimated $235K.
  • Heritage Financial Services first reported a position in Vanguard Total International Bond ETF in Q4 2023 and held it in 2 quarters.
  • Heritage Financial Services's Vanguard Total International Bond ETF position peaked at $269K in Q4 2023.
  • 982 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2025.

Based on Heritage Financial Services's 13F filing for Q2 2025, filed 18 Jul 2025.