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

Marcum 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
2025
Q1 		$1.29M Buy
26,340
+433
+2% +$21.2K 0.11% 90
2024
Q4 		$1.27M Sell
25,907
-1,189
-4% -$59.5K 0.11% 89
2024
Q3 		$1.36M Sell
27,096
-1,412
-5% -$70.1K 0.13% 84
2024
Q2 		$1.39M Sell
28,508
-377
-1% -$18.4K 0.14% 80
2024
Q1 		$1.42M Sell
28,885
-293
-1% -$14.3K 0.14% 79
2023
Q4 		$1.44M Sell
29,178
-3,903
-12% -$190K 0.15% 72
2023
Q3 		$1.58M Sell
33,081
-139
-0.4% -$6.73K 0.19% 61
2023
Q2 		$1.62M Sell
33,220
-1,153
-3% -$56.2K 0.19% 57
2023
Q1 		$1.68M Sell
34,373
-1,933
-5% -$93.6K 0.21% 53
2022
Q4 		$1.72M Sell
36,306
-11,042
-23% -$532K 0.23% 49
2022
Q3 		$2.26M Sell
47,348
-1,189
-2% -$59.1K 0.34% 29
2022
Q2 		$2.4M Sell
48,537
-1,788
-4% -$90.2K 0.36% 28
2022
Q1 		$2.64M Buy
50,325
+1,391
+3% +$74.7K 0.36% 30
2021
Q4 		$2.7M Buy
48,934
+3,214
+7% +$183K 0.38% 31
2021
Q3 		$2.6M Buy
45,720
+301
+0.7% +$17.3K 0.41% 28
2021
Q2 		$2.59M Buy
45,419
+750
+2% +$42.8K 0.42% 28
2021
Q1 		$2.55M Buy
44,669
+5,344
+14% +$308K 0.42% 28
2020
Q4 		$2.3M Buy
39,325
+581
+1% +$33.9K 0.54% 23
2020
Q3 		$2.25M Sell
38,744
-7,140
-16% -$414K 0.69% 22
2020
Q2 		$2.65M Sell
45,884
-6,628
-13% -$379K 0.81% 22
2020
Q1 		$2.95M Buy
52,512
+5,700
+12% +$326K 1.14% 15
2019
Q4 		$2.65M Buy
+46,812
New +$2.72M 0.99% 15

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Marcum Wealth's BNDX Position: Q1 2025 in Review

Marcum Wealth increased its Vanguard Total International Bond ETF (BNDX) stake by 1.7% in Q1 2025, buying an estimated $21.2K and bringing the position to 26,340 shares worth $1.29M. The position accounts for 0.11% of the portfolio, ranked #90.

Marcum Wealth first reported a position in BNDX in Q4 2019 and has held it in 22 quarters since. The position peaked at $2.95M in Q1 2020. 928 funds tracked by Wall St. Rank hold BNDX as of Q1 2025.

  • Marcum Wealth held 26,340 shares of Vanguard Total International Bond ETF worth $1.29M as of Q1 2025.
  • Marcum Wealth bought 433 Vanguard Total International Bond ETF shares in Q1 2025, an estimated $21.2K.
  • Vanguard Total International Bond ETF made up 0.11% of Marcum Wealth's portfolio in Q1 2025, its #90 holding.
  • Marcum Wealth first reported a position in Vanguard Total International Bond ETF in Q4 2019 and has held it in 22 quarters since.
  • Marcum Wealth's Vanguard Total International Bond ETF position peaked at $2.95M in Q1 2020.
  • 928 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.