Lake Street Advisors Group’s Vanguard Total International Bond ETF BNDX Stock Holding History

Lake Street Advisors 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
2024 Q4	$308K	Sell	6,276 -19,529	-76%	-$977K	0.01%	441
2024 Q3	$1.3M	Buy	25,805 +1,362	+6%	+$67.6K	0.06%	176
2024 Q2	$1.19M	Buy	24,443 +3,990	+20%	+$194K	0.06%	187
2024 Q1	$1.01M	Sell	20,453 -13,785	-40%	-$674K	0.05%	230
2023 Q4	$1.69M	Buy	34,238 +9,540	+39%	+$464K	0.08%	156
2023 Q3	$1.18M	Buy	24,698 +3,786	+18%	+$183K	0.07%	151
2023 Q2	$1.02M	Buy	20,912 +402	+2%	+$19.6K	0.06%	170
2023 Q1	$1M	Buy	+20,510	New	+$993K	0.06%	165

Other funds holding BNDX

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

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

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lake Street Advisors Group's BNDX Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Vanguard Total International Bond ETF (BNDX) stake by 76% in Q4 2024, selling an estimated $977K and leaving 6,276 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #441.

Lake Street Advisors Group first reported a position in BNDX in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.69M in Q4 2023. 932 funds tracked by Wall St. Rank hold BNDX as of Q4 2024.

Lake Street Advisors Group held 6,276 shares of Vanguard Total International Bond ETF worth $308K as of Q4 2024.
Lake Street Advisors Group sold 19,529 Vanguard Total International Bond ETF shares in Q4 2024, an estimated $977K.
Vanguard Total International Bond ETF made up 0.01% of Lake Street Advisors Group's portfolio in Q4 2024, its #441 holding.
Lake Street Advisors Group first reported a position in Vanguard Total International Bond ETF in Q1 2023 and has held it in 8 quarters since.
Lake Street Advisors Group's Vanguard Total International Bond ETF position peaked at $1.69M in Q4 2023.
932 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.