Huber Financial Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History

Huber Financial 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
2020 Q1	$46.3M	Buy	822,462 +18,648	+2%	+$1.07M	17.33%	1
2019 Q4	$45.5M	Buy	803,814 +108,727	+16%	+$6.31M	15.79%	2
2019 Q3	$40.9M	Buy	695,087 +92,676	+15%	+$5.41M	15.96%	1
2019 Q2	$34.5M	Buy	602,411 +14,823	+3%	+$833K	14.99%	3
2019 Q1	$32.8M	Buy	587,588 +28,809	+5%	+$1.58M	15.99%	2
2018 Q4	$30.3M	Buy	558,779 +32,134	+6%	+$1.75M	16.56%	1
2018 Q3	$28.7M	Buy	526,645 +20,546	+4%	+$1.12M	22.03%	1
2018 Q2	$27.7M	Buy	506,099 +16,738	+3%	+$912K	25.24%	1
2018 Q1	$26.8M	Buy	489,361 +27,721	+6%	+$1.5M	26.38%	1
2017 Q4	$25.1M	Buy	+461,640	New	+$25.3M	27.65%	1

Other funds holding BNDX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Huber Financial Advisors's BNDX Position: Q1 2020 in Review

Huber Financial Advisors increased its Vanguard Total International Bond ETF (BNDX) stake by 2.3% in Q1 2020, buying an estimated $1.07M and bringing the position to 822,462 shares worth $46.3M. The position accounts for 17.33% of the portfolio, ranked #1.

Huber Financial Advisors first reported a position in BNDX in Q4 2017 and has held it in 10 quarters since. 563 funds tracked by Wall St. Rank hold BNDX as of Q1 2020.

Huber Financial Advisors held 822,462 shares of Vanguard Total International Bond ETF worth $46.3M as of Q1 2020.
Huber Financial Advisors bought 18,648 Vanguard Total International Bond ETF shares in Q1 2020, an estimated $1.07M.
Vanguard Total International Bond ETF made up 17.33% of Huber Financial Advisors's portfolio in Q1 2020, its #1 holding.
Huber Financial Advisors first reported a position in Vanguard Total International Bond ETF in Q4 2017 and has held it in 10 quarters since.
563 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2020.

Based on Huber Financial Advisors's 13F filing for Q1 2020, filed 17 Apr 2020.