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Naples Money Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

Naples Money 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
2024
Q3 		$100K Buy
1,994
+1,780
+832% +$88.4K 0.08% 68
2024
Q2 		$10.4K Hold
214
– – 0.01% 187
2024
Q1 		$10.5K Hold
214
– – 0.01% 197
2023
Q4 		$10.6K Buy
+214
New +$10.4K 0.01% 195

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Naples Money Management's BNDX Position: Q3 2024 in Review

Naples Money Management increased its Vanguard Total International Bond ETF (BNDX) stake by 832% in Q3 2024, buying an estimated $88.4K and bringing the position to 1,994 shares worth $100K. The position accounts for 0.08% of the portfolio, ranked #68.

Naples Money Management first reported a position in BNDX in Q4 2023 and has held it in 4 quarters since. 862 funds tracked by Wall St. Rank hold BNDX as of Q3 2024.

  • Naples Money Management held 1,994 shares of Vanguard Total International Bond ETF worth $100K as of Q3 2024.
  • Naples Money Management bought 1,780 Vanguard Total International Bond ETF shares in Q3 2024, an estimated $88.4K.
  • Vanguard Total International Bond ETF made up 0.08% of Naples Money Management's portfolio in Q3 2024, its #68 holding.
  • Naples Money Management first reported a position in Vanguard Total International Bond ETF in Q4 2023 and has held it in 4 quarters since.
  • 862 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.