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Holistic Planning’s Vanguard Total International Bond ETF BNDX Stock Holding History

Holistic Planning’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
Q1 		$624K Buy
12,990
+1,444
+13% +$70K 0.12% 156
2025
Q4 		$558K Buy
11,546
+7,225
+167% +$357K 0.12% 149
2025
Q3 		$214K Buy
4,321
+92
+2% +$4.54K 0.06% 219
2025
Q2 		$209K Sell
4,229
-352
-8% -$17.3K 0.06% 210
2025
Q1 		$224K Sell
4,581
-423
-8% -$20.7K 0.08% 176
2024
Q4 		$245K Buy
5,004
+825
+20% +$41.3K 0.09% 149
2024
Q3 		$210K Buy
+4,179
New +$207K 0.09% 149

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 $374B AUM 17.66% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Holistic Planning's BNDX Position: Q1 2026 in Review

Holistic Planning increased its Vanguard Total International Bond ETF (BNDX) stake by 13% in Q1 2026, buying an estimated $70K and bringing the position to 12,990 shares worth $624K. The position accounts for 0.12% of the portfolio, ranked #156.

Holistic Planning first reported a position in BNDX in Q3 2024 and has held it in 7 quarters since. 1,115 funds tracked by Wall St. Rank hold BNDX as of Q1 2026.

  • Holistic Planning held 12,990 shares of Vanguard Total International Bond ETF worth $624K as of Q1 2026.
  • Holistic Planning bought 1,444 Vanguard Total International Bond ETF shares in Q1 2026, an estimated $70K.
  • Vanguard Total International Bond ETF made up 0.12% of Holistic Planning's portfolio in Q1 2026, its #156 holding.
  • Holistic Planning first reported a position in Vanguard Total International Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.