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

Orgel 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
Q1 		– Sell
-9,243
Closed -$453K – 82
2024
Q4 		$453K Buy
+9,243
New +$462K 0.01% 61

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $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

Orgel Wealth Management's BNDX Position: Q1 2025 in Review

Orgel Wealth Management sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2025, closing a stake of 9,243 shares — an estimated $453K sold.

Orgel Wealth Management first reported a position in BNDX in Q4 2024 and held it in 1 quarter. The position peaked at $453K in Q4 2024. 927 funds tracked by Wall St. Rank hold BNDX as of Q1 2025.

  • Orgel Wealth Management reported no remaining Vanguard Total International Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Orgel Wealth Management sold 9,243 Vanguard Total International Bond ETF shares in Q1 2025, an estimated $453K.
  • Orgel Wealth Management first reported a position in Vanguard Total International Bond ETF in Q4 2024 and held it in 1 quarter.
  • Orgel Wealth Management's Vanguard Total International Bond ETF position peaked at $453K in Q4 2024.
  • 927 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2025.

Based on Orgel Wealth Management's 13F filing for Q1 2025, filed 15 Apr 2025.