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McKinley Carter Wealth Services’s Vanguard Total International Bond ETF BNDX Stock Holding History

McKinley Carter Wealth Services’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
Q4 		– Sell
-9,664
Closed -$478K – 321
2025
Q3 		$478K Buy
9,664
+476
+5% +$23.5K 0.03% 228
2025
Q2 		$455K Buy
9,188
+314
+4% +$15.5K 0.03% 224
2025
Q1 		$433K Buy
8,874
+4,137
+87% +$202K 0.03% 222
2024
Q4 		$232K Sell
4,737
-585
-11% -$29.3K 0.01% 273
2024
Q3 		$268K Buy
5,322
+18
+0.3% +$894 0.02% 268
2024
Q2 		$258K Sell
5,304
-436
-8% -$21.2K 0.02% 274
2024
Q1 		$282K Sell
5,740
-992
-15% -$48.5K 0.02% 265
2023
Q4 		$332K Sell
6,732
-823
-11% -$40.1K 0.02% 243
2023
Q3 		$361K Sell
7,555
-531
-7% -$25.7K 0.03% 229
2023
Q2 		$395K Sell
8,086
-3,768
-32% -$184K 0.03% 228
2023
Q1 		$580K Sell
11,854
-829
-7% -$40.2K 0.05% 190
2022
Q4 		$602K Sell
12,683
-10,407
-45% -$501K 0.05% 183
2022
Q3 		$1.1M Sell
23,090
-9,591
-29% -$477K 0.1% 125
2022
Q2 		$1.62M Sell
32,681
-11,918
-27% -$601K 0.14% 106
2022
Q1 		$2.34M Sell
44,599
-17,219
-28% -$924K 0.18% 91
2021
Q4 		$3.41M Sell
61,818
-19,931
-24% -$1.13M 0.25% 74
2021
Q3 		$4.66M Sell
81,749
-8,088
-9% -$466K 0.38% 61
2021
Q2 		$5.13M Sell
89,837
-20,691
-19% -$1.18M 0.42% 57
2021
Q1 		$6.31M Sell
110,528
-7,367
-6% -$425K 0.54% 40
2020
Q4 		$6.9M Buy
+117,895
New +$6.88M 0.9% 21

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

McKinley Carter Wealth Services's BNDX Position: Q4 2025 in Review

McKinley Carter Wealth Services sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2025, closing a stake of 9,664 shares — an estimated $478K sold.

McKinley Carter Wealth Services first reported a position in BNDX in Q4 2020 and held it in 20 quarters. The position peaked at $6.9M in Q4 2020. 1,083 funds tracked by Wall St. Rank hold BNDX as of Q4 2025.

  • McKinley Carter Wealth Services reported no remaining Vanguard Total International Bond ETF position as of Q4 2025 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 9,664 Vanguard Total International Bond ETF shares in Q4 2025, an estimated $478K.
  • McKinley Carter Wealth Services first reported a position in Vanguard Total International Bond ETF in Q4 2020 and held it in 20 quarters.
  • McKinley Carter Wealth Services's Vanguard Total International Bond ETF position peaked at $6.9M in Q4 2020.
  • 1,083 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2025.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2025, filed 6 Feb 2026.