NFP
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Novak Financial Planning’s Vanguard Total International Bond ETF BNDX Stock Holding History

Novak Financial Planning’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
2021
Q2 		$1.1M Buy
19,344
+119
+0.6% +$6.78K 0.54% 60
2021
Q1 		$1.1M Buy
19,225
+1,398
+8% +$80.7K 0.6% 55
2020
Q4 		$1.04M Buy
+17,827
New +$1.04M 0.61% 49

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Novak Financial Planning's BNDX Position: Q2 2021 in Review

Novak Financial Planning increased its Vanguard Total International Bond ETF (BNDX) stake by 0.62% in Q2 2021, buying an estimated $6.78K and bringing the position to 19,344 shares worth $1.1M. The position accounts for 0.54% of the portfolio, ranked #60.

Novak Financial Planning first reported a position in BNDX in Q4 2020 and has held it in 3 quarters since. 663 funds tracked by Wall St. Rank hold BNDX as of Q2 2021.

  • Novak Financial Planning held 19,344 shares of Vanguard Total International Bond ETF worth $1.1M as of Q2 2021.
  • Novak Financial Planning bought 119 Vanguard Total International Bond ETF shares in Q2 2021, an estimated $6.78K.
  • Vanguard Total International Bond ETF made up 0.54% of Novak Financial Planning's portfolio in Q2 2021, its #60 holding.
  • Novak Financial Planning first reported a position in Vanguard Total International Bond ETF in Q4 2020 and has held it in 3 quarters since.
  • 663 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.