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

Naviter Wealth’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
2023 Q3	–	Sell	-10,478	Closed	-$512K	–	217
2023 Q2	$512K	Buy	+10,478	New	+$511K	0.13%	175

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Naviter Wealth's BNDX Position: Q3 2023 in Review

Naviter Wealth sold out of Vanguard Total International Bond ETF (BNDX) in Q3 2023, closing a stake of 10,478 shares — an estimated $512K sold.

Naviter Wealth first reported a position in BNDX in Q2 2023 and held it in 1 quarter. The position peaked at $512K in Q2 2023. 757 funds tracked by Wall St. Rank hold BNDX as of Q3 2023.

Naviter Wealth reported no remaining Vanguard Total International Bond ETF position as of Q3 2023 after selling out during the quarter.
Naviter Wealth sold 10,478 Vanguard Total International Bond ETF shares in Q3 2023, an estimated $512K.
Naviter Wealth first reported a position in Vanguard Total International Bond ETF in Q2 2023 and held it in 1 quarter.
Naviter Wealth's Vanguard Total International Bond ETF position peaked at $512K in Q2 2023.
757 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2023.

Based on Naviter Wealth's 13F filing for Q3 2023, filed 14 Nov 2023.