Personal Capital Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History

Personal Capital Advisors’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
2022 Q4	$221M	Buy	4,669,562 +121,857	+3%	+$5.87M	1.08%	20
2022 Q3	$217M	Buy	4,547,705 +137,553	+3%	+$6.84M	1.17%	19
2022 Q2	$218M	Buy	4,410,152 +136,324	+3%	+$6.88M	1.14%	21
2022 Q1	$224M	Buy	4,273,828 +219,529	+5%	+$11.8M	1.05%	22
2021 Q4	$224M	Buy	4,054,299 +176,889	+5%	+$10.1M	1.03%	22
2021 Q3	$221M	Buy	3,877,410 +1,651,063	+74%	+$95.2M	1.11%	19
2021 Q2	$127M	Buy	2,226,347 +256,857	+13%	+$14.6M	0.66%	28
2021 Q1	$112M	Buy	1,969,490 +221,372	+13%	+$12.8M	0.65%	28
2020 Q4	$102M	Buy	1,748,118 +116,845	+7%	+$6.82M	0.65%	25
2020 Q3	$94.9M	Buy	1,631,273 +109,894	+7%	+$6.37M	0.72%	25
2020 Q2	$87.8M	Buy	1,521,379 +88,346	+6%	+$5.05M	0.73%	25
2020 Q1	$81M	Sell	1,433,033 -19,760	-1%	-$1.13M	0.8%	25
2019 Q4	$82.2M	Buy	1,452,793 +117,359	+9%	+$6.81M	0.69%	25
2019 Q3	$78.6M	Buy	1,335,434 +89,832	+7%	+$5.24M	0.75%	22
2019 Q2	$71.4M	Buy	1,245,602 +109,825	+10%	+$6.17M	0.72%	23
2019 Q1	$63.3M	Buy	1,135,777 +94,312	+9%	+$5.18M	0.71%	22
2018 Q4	$56.5M	Buy	1,041,465 +63,933	+7%	+$3.49M	0.76%	22
2018 Q3	$53.3M	Buy	977,532 +81,716	+9%	+$4.47M	0.68%	23
2018 Q2	$49M	Buy	895,816 +91,297	+11%	+$4.98M	0.69%	22
2018 Q1	$44M	Buy	804,519 +137,663	+21%	+$7.46M	0.69%	23
2017 Q4	$36.3M	Buy	666,856 +83,984	+14%	+$4.61M	0.62%	30
2017 Q3	$31.8M	Buy	582,872 +80,962	+16%	+$4.42M	0.62%	32
2017 Q2	$27.3M	Buy	501,910 +83,956	+20%	+$4.58M	0.6%	40
2017 Q1	$22.6M	Buy	417,954 +112,760	+37%	+$6.08M	0.57%	51
2016 Q4	$16.6M	Buy	305,194 +49,715	+19%	+$2.73M	0.49%	66
2016 Q3	$14.3M	Buy	+255,479	New	+$14.3M	0.48%	65

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Personal Capital Advisors's BNDX Position: Q4 2022 in Review

Personal Capital Advisors increased its Vanguard Total International Bond ETF (BNDX) stake by 2.7% in Q4 2022, buying an estimated $5.87M and bringing the position to 4,669,562 shares worth $221M. The position accounts for 1.08% of the portfolio, ranked #20.

Personal Capital Advisors first reported a position in BNDX in Q3 2016 and has held it in 26 quarters since. The position peaked at $224M in Q1 2022. 749 funds tracked by Wall St. Rank hold BNDX as of Q4 2022.

Personal Capital Advisors held 4,669,562 shares of Vanguard Total International Bond ETF worth $221M as of Q4 2022.
Personal Capital Advisors bought 121,857 Vanguard Total International Bond ETF shares in Q4 2022, an estimated $5.87M.
Vanguard Total International Bond ETF made up 1.08% of Personal Capital Advisors's portfolio in Q4 2022, its #20 holding.
Personal Capital Advisors first reported a position in Vanguard Total International Bond ETF in Q3 2016 and has held it in 26 quarters since.
Personal Capital Advisors's Vanguard Total International Bond ETF position peaked at $224M in Q1 2022.
749 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.