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

Mascoma 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
Q1 		$481 Buy
+10
New +$485 ﹤0.01% 497
2019
Q1 		– Sell
-745
Closed -$40K – 395
2018
Q4 		$40K Hold
745
– – 0.03% 155
2018
Q3 		$41K Hold
745
– – 0.03% 170
2018
Q2 		$41K Hold
745
– – 0.03% 166
2018
Q1 		$41K Buy
+745
New +$40.4K 0.03% 162
2017
Q3 		– Sell
-14,698
Closed -$799K – 399
2017
Q2 		$799K Sell
14,698
-13,257
-47% -$723K 0.54% 28
2017
Q1 		$1.51M Buy
27,955
+1,924
+7% +$104K 1.08% 19
2016
Q4 		$1.41M Buy
+26,031
New +$1.43M 1.04% 18

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return