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

MorganRosel 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
2025
Q3 		– Sell
-209
Closed -$10.3K – 138
2025
Q2 		$10.3K Hold
209
– – ﹤0.01% 255
2025
Q1 		$10.2K Buy
+209
New +$10.2K ﹤0.01% 246
2024
Q1 		– Sell
-8,753
Closed -$432K – 108
2023
Q4 		$432K Sell
8,753
-465
-5% -$22.6K 0.17% 75
2023
Q3 		$441K Buy
9,218
+391
+4% +$18.9K 0.18% 76
2023
Q2 		$431K Sell
8,827
-135
-2% -$6.58K 0.18% 77
2023
Q1 		$438K Buy
8,962
+713
+9% +$34.5K 0.19% 74
2022
Q4 		$391K Buy
8,249
+12
+0.1% +$578 0.18% 76
2022
Q3 		$393K Sell
8,237
-428
-5% -$21.3K 0.2% 74
2022
Q2 		$429K Sell
8,665
-633
-7% -$31.9K 0.23% 74
2022
Q1 		$488K Buy
9,298
+406
+5% +$21.8K 0.24% 68
2021
Q4 		$490K Sell
8,892
-118
-1% -$6.71K 0.24% 62
2021
Q3 		$513K Buy
9,010
+662
+8% +$38.2K 0.28% 64
2021
Q2 		$477K Buy
8,348
+1,870
+29% +$107K 0.27% 62
2021
Q1 		$370K Buy
6,478
+1,379
+27% +$79.6K 0.23% 60
2020
Q4 		$299K Buy
5,099
+494
+11% +$28.8K 0.21% 66
2020
Q3 		$268K Buy
4,605
+493
+12% +$28.6K 0.22% 69
2020
Q2 		$237K Buy
+4,112
New +$235K 0.22% 66

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 22.9% 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 19.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MorganRosel Wealth Management's BNDX Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Vanguard Total International Bond ETF (BNDX) in Q3 2025, closing a stake of 209 shares — an estimated $10.3K sold.

MorganRosel Wealth Management first reported a position in BNDX in Q2 2020 and held it in 17 quarters. The position peaked at $513K in Q3 2021. 991 funds tracked by Wall St. Rank hold BNDX as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Vanguard Total International Bond ETF position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 209 Vanguard Total International Bond ETF shares in Q3 2025, an estimated $10.3K.
  • MorganRosel Wealth Management first reported a position in Vanguard Total International Bond ETF in Q2 2020 and held it in 17 quarters.
  • MorganRosel Wealth Management's Vanguard Total International Bond ETF position peaked at $513K in Q3 2021.
  • 991 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.