Level Wealth Management
BNDX icon

Level Wealth Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

Level Wealth Management’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 		$8.1M Buy
172,786
+8,237
+5% +$392K 3.09% 8
2026
Q2 		$7.97M Buy
164,549
+25,829
+19% +$1.24M 3.19% 7
2026
Q1 		$6.67M Buy
138,720
+25,027
+22% +$1.21M 3.12% 7
2025
Q4 		$5.49M Buy
113,693
+11,663
+11% +$576K 2.81% 9
2025
Q3 		$5.05M Buy
102,030
+8,521
+9% +$420K 2.66% 9
2025
Q2 		$4.63M Buy
93,509
+11,901
+15% +$586K 2.69% 9
2025
Q1 		$3.98M Buy
81,608
+17,427
+27% +$852K 2.61% 7
2024
Q4 		$3.15M Buy
+64,181
New +$3.21M 2.22% 7

Other funds holding BNDX

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Level Wealth Management's BNDX Position: Q3 2026 in Review

Level Wealth Management increased its Vanguard Total International Bond ETF (BNDX) stake by 5% in Q3 2026, buying an estimated $392K and bringing the position to 172,786 shares worth $8.1M. The position accounts for 3.09% of the portfolio, ranked #8.

Level Wealth Management first reported a position in BNDX in Q4 2024 and has held it in 8 quarters since. 351 funds tracked by Wall St. Rank hold BNDX as of Q3 2026.

  • Level Wealth Management held 172,786 shares of Vanguard Total International Bond ETF worth $8.1M as of Q3 2026.
  • Level Wealth Management bought 8,237 Vanguard Total International Bond ETF shares in Q3 2026, an estimated $392K.
  • Vanguard Total International Bond ETF made up 3.09% of Level Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Level Wealth Management first reported a position in Vanguard Total International Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 351 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2026.

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