Holos Integrated Wealth’s Vanguard Total International Bond ETF BNDX Stock Holding History

Holos Integrated Wealth’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	$135K	Sell	2,881 -608	-17%	-$28.9K	0.06%	109
2026 Q2	$168K	Sell	3,489 -483	-12%	-$23.2K	0.08%	93
2026 Q1	$190K	Sell	3,972 -1,487	-27%	-$72.1K	0.1%	88
2025 Q4	$264K	Sell	5,459 -3,278	-38%	-$162K	0.15%	57
2025 Q3	$433K	Sell	8,737 -1,902	-18%	-$93.8K	0.26%	44
2025 Q2	$525K	Sell	10,639 -12,126	-53%	-$597K	0.32%	42
2025 Q1	$1.11M	Sell	22,765 -82,896	-78%	-$4.05M	0.73%	24
2024 Q4	$5.18M	Buy	+105,661	New	+$5.28M	3.54%	9

Other funds holding BNDX

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

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

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 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

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

Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return

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

Holos Integrated Wealth's BNDX Position: Q3 2026 in Review

Holos Integrated Wealth reduced its Vanguard Total International Bond ETF (BNDX) stake by 17% in Q3 2026, selling an estimated $28.9K and leaving 2,881 shares worth $135K. The position accounts for 0.06% of the portfolio, ranked #109.

Holos Integrated Wealth first reported a position in BNDX in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.18M in Q4 2024. 351 funds tracked by Wall St. Rank hold BNDX as of Q3 2026.

Holos Integrated Wealth held 2,881 shares of Vanguard Total International Bond ETF worth $135K as of Q3 2026.
Holos Integrated Wealth sold 608 Vanguard Total International Bond ETF shares in Q3 2026, an estimated $28.9K.
Vanguard Total International Bond ETF made up 0.06% of Holos Integrated Wealth's portfolio in Q3 2026, its #109 holding.
Holos Integrated Wealth first reported a position in Vanguard Total International Bond ETF in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's Vanguard Total International Bond ETF position peaked at $5.18M in Q4 2024.
351 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.