PO
BNDX icon

Private Ocean’s Vanguard Total International Bond ETF BNDX Stock Holding History

Private Ocean’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
Q2 		$2.29K Buy
+47
New +$2.29K ﹤0.01% 517
2023
Q2 		– Sell
-289
Closed -$14.1K – 586
2023
Q1 		$14.1K Buy
289
+220
+319% +$10.7K ﹤0.01% 358
2022
Q4 		$3.27K Hold
69
– – ﹤0.01% 451
2022
Q3 		$3K Buy
+69
New +$3.43K ﹤0.01% 448
2022
Q2 		– Sell
-84
Closed -$4K – 491
2022
Q1 		$4K Buy
84
+15
+22% +$805 ﹤0.01% 452
2021
Q4 		$4K Hold
69
– – ﹤0.01% 473
2021
Q3 		$4K Buy
+69
New +$3.98K ﹤0.01% 474
2021
Q2 		– Sell
-69
Closed -$4K – 534
2021
Q1 		$4K Sell
69
-642
-90% -$37.1K ﹤0.01% 501
2020
Q4 		$42K Hold
711
– – 0.01% 248
2020
Q3 		$41K Sell
711
-414
-37% -$24K 0.01% 235
2020
Q2 		$64K Sell
1,125
-663
-37% -$37.9K 0.02% 177
2020
Q1 		$100K Buy
1,788
+960
+116% +$54.8K 0.03% 138
2019
Q4 		$47K Sell
828
-983
-54% -$57.1K 0.01% 252
2019
Q3 		$107K Sell
1,811
-1,067
-37% -$62.3K 0.03% 146
2019
Q2 		$164K Sell
2,878
-6,444
-69% -$362K 0.04% 100
2019
Q1 		$520K Sell
9,322
-68,174
-88% -$3.74M 0.14% 51
2018
Q4 		$4.21M Buy
77,496
+77,048
+17,198% +$4.2M 1.19% 16
2018
Q3 		$24K Buy
448
+168
+60% +$9.19K 0.01% 204
2018
Q2 		$15K Hold
280
– – 0.01% 248
2018
Q1 		$15K Buy
+280
New +$15.2K 0.01% 266

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Private Ocean's BNDX Position: Q2 2024 in Review

Private Ocean opened a new position in Vanguard Total International Bond ETF (BNDX) in Q2 2024: 47 shares worth $2.29K. The stake represents ﹤0.01% of the portfolio and ranks #517 among its holdings. This is a return to the name: Private Ocean previously reported a position in BNDX as recently as Q1 2023.

Private Ocean first reported a position in BNDX in Q1 2018 and has held it in 20 quarters since. The position peaked at $4.21M in Q4 2018. 829 funds tracked by Wall St. Rank hold BNDX as of Q2 2024.

  • Private Ocean held 47 shares of Vanguard Total International Bond ETF worth $2.29K as of Q2 2024.
  • Vanguard Total International Bond ETF was a new Private Ocean position in Q2 2024.
  • Vanguard Total International Bond ETF made up ﹤0.01% of Private Ocean's portfolio in Q2 2024, its #517 holding.
  • Private Ocean first reported a position in Vanguard Total International Bond ETF in Q1 2018 and has held it in 20 quarters since.
  • Private Ocean's Vanguard Total International Bond ETF position peaked at $4.21M in Q4 2018.
  • 829 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.