Montag & Associates’s Vanguard Total International Bond ETF BNDX Stock Holding History

Montag & Associates’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	$1.06K	Hold	22	–	–	﹤0.01%	897
2025 Q4	$1.06K	Sell	22 -5,486	-100%	-$271K	﹤0.01%	918
2025 Q3	$272K	Buy	5,508 +5,486	+24,936%	+$271K	0.01%	365
2025 Q2	$1.09K	Buy	+22	New	+$1.08K	﹤0.01%	906
2022 Q1	–	Sell	-31	Closed	-$2K	–	847
2021 Q4	$2K	Hold	31	–	–	﹤0.01%	791
2021 Q3	$2K	Hold	31	–	–	﹤0.01%	786
2021 Q2	$2K	Hold	31	–	–	﹤0.01%	780
2021 Q1	$2K	Buy	+31	New	+$1.79K	﹤0.01%	784

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 $374B AUM 17.66% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Montag & Associates's BNDX Position: Q1 2026 in Review

Montag & Associates held its Vanguard Total International Bond ETF (BNDX) position steady in Q1 2026 at 22 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Montag & Associates first reported a position in BNDX in Q1 2021 and has held it in 8 quarters since. The position peaked at $272K in Q3 2025. 1,115 funds tracked by Wall St. Rank hold BNDX as of Q1 2026.

Montag & Associates held 22 shares of Vanguard Total International Bond ETF worth $1.06K as of Q1 2026.
Montag & Associates left its Vanguard Total International Bond ETF share count unchanged in Q1 2026.
Vanguard Total International Bond ETF made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #897 holding.
Montag & Associates first reported a position in Vanguard Total International Bond ETF in Q1 2021 and has held it in 8 quarters since.
Montag & Associates's Vanguard Total International Bond ETF position peaked at $272K in Q3 2025.
1,115 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.