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

Peninsula 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
2024
Q4 		$451K Hold
9,186
– – 0.08% 76
2024
Q3 		$461K Sell
9,186
-1,156
-11% -$57.4K 0.08% 73
2024
Q2 		$507K Sell
10,342
-4,414
-30% -$215K 0.09% 68
2024
Q1 		$726K Buy
14,756
+622
+4% +$30.4K 0.14% 52
2023
Q4 		$698K Sell
14,134
-13,108
-48% -$638K 0.14% 49
2023
Q3 		$1.3M Buy
27,242
+1,978
+8% +$95.7K 0.3% 32
2023
Q2 		$1.23M Sell
25,264
-476
-2% -$23.2K 0.32% 33
2023
Q1 		$1.26M Buy
25,740
+4,964
+24% +$240K 0.36% 32
2022
Q4 		$985K Buy
20,776
+1,051
+5% +$50.6K 0.31% 32
2022
Q3 		$941K Buy
19,725
+274
+1% +$13.6K 0.33% 32
2022
Q2 		$964K Buy
19,451
+877
+5% +$44.2K 0.33% 29
2022
Q1 		$974K Buy
18,574
+530
+3% +$28.5K 0.28% 28
2021
Q4 		$995K Buy
18,044
+3,202
+22% +$182K 0.27% 28
2021
Q3 		$845K Buy
14,842
+730
+5% +$42.1K 0.27% 21
2021
Q2 		$806K Sell
14,112
-1,498
-10% -$85.4K 0.26% 20
2021
Q1 		$892K Sell
15,610
-2,378
-13% -$137K 0.32% 20
2020
Q4 		$1.05M Buy
17,988
+6,228
+53% +$364K 0.4% 19
2020
Q3 		$684K Buy
11,760
+6,156
+110% +$357K 0.29% 24
2020
Q2 		$324K Buy
+5,604
New +$320K 0.15% 36

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 $374B AUM 17.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $18.1B AUM 15% 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

Peninsula Wealth's BNDX Position: Q4 2024 in Review

Peninsula Wealth held its Vanguard Total International Bond ETF (BNDX) position steady in Q4 2024 at 9,186 shares worth $451K. The position accounts for 0.08% of the portfolio, ranked #76.

Peninsula Wealth first reported a position in BNDX in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.3M in Q3 2023. 931 funds tracked by Wall St. Rank hold BNDX as of Q4 2024.

  • Peninsula Wealth held 9,186 shares of Vanguard Total International Bond ETF worth $451K as of Q4 2024.
  • Peninsula Wealth left its Vanguard Total International Bond ETF share count unchanged in Q4 2024.
  • Vanguard Total International Bond ETF made up 0.08% of Peninsula Wealth's portfolio in Q4 2024, its #76 holding.
  • Peninsula Wealth first reported a position in Vanguard Total International Bond ETF in Q2 2020 and has held it in 19 quarters since.
  • Peninsula Wealth's Vanguard Total International Bond ETF position peaked at $1.3M in Q3 2023.
  • 931 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.