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Resource Planning Group’s Vanguard Total International Bond ETF BNDX Stock Holding History

Resource Planning Group’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
2023
Q4 		$5.44M Buy
110,269
+71,740
+186% +$3.49M 3.46% 8
2023
Q3 		$1.84M Buy
38,529
+4,188
+12% +$203K 1.56% 16
2023
Q2 		$1.68M Buy
34,341
+115
+0.3% +$5.61K 1.36% 19
2023
Q1 		$1.67M Buy
34,226
+13,125
+62% +$636K 1.36% 18
2022
Q4 		$1M Sell
21,101
-13,215
-39% -$636K 0.8% 25
2022
Q3 		$1.64M Buy
34,316
+10,053
+41% +$500K 1.42% 15
2022
Q2 		$1.2M Sell
24,263
-5,890
-20% -$297K 1% 21
2022
Q1 		$1.58M Sell
30,153
-3,137
-9% -$168K 1.14% 21
2021
Q4 		$1.84M Sell
33,290
-8,503
-20% -$483K 1.23% 18
2021
Q3 		$2.38M Sell
41,793
-1,477
-3% -$85.1K 1.5% 11
2021
Q2 		$2.47M Sell
43,270
-2,981
-6% -$170K 1.43% 13
2021
Q1 		$2.64M Sell
46,251
-1,557
-3% -$89.9K 1.73% 9
2020
Q4 		$2.8M Sell
47,808
-3,682
-7% -$215K 1.99% 9
2020
Q3 		$3M Sell
51,490
-223,222
-81% -$12.9M 2.27% 10
2020
Q2 		$15.9M Sell
274,712
-3,352
-1% -$192K 11.86% 2
2020
Q1 		$15.6M Sell
278,064
-79,138
-22% -$4.52M 13.61% 2
2019
Q4 		$20.2M Buy
357,202
+1,321
+0.4% +$76.7K 11.58% 2
2019
Q3 		$20.9M Sell
355,881
-945
-0.3% -$55.1K 12.25% 2
2019
Q2 		$20.4M Buy
356,826
+3,109
+0.9% +$175K 12.02% 2
2019
Q1 		$19.7M Sell
353,717
-3,693
-1% -$203K 13.04% 2
2018
Q4 		$19.4M Buy
357,410
+21,451
+6% +$1.17M 14.46% 2
2018
Q3 		$18.3M Buy
+335,959
New +$18.4M 14.31% 2

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
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
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 $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Resource Planning Group's BNDX Position: Q4 2023 in Review

Resource Planning Group increased its Vanguard Total International Bond ETF (BNDX) stake by 186% in Q4 2023, buying an estimated $3.49M and bringing the position to 110,269 shares worth $5.44M. The position accounts for 3.46% of the portfolio, ranked #8.

Resource Planning Group first reported a position in BNDX in Q3 2018 and has held it in 22 quarters since. The position peaked at $20.9M in Q3 2019. 833 funds tracked by Wall St. Rank hold BNDX as of Q4 2023.

  • Resource Planning Group held 110,269 shares of Vanguard Total International Bond ETF worth $5.44M as of Q4 2023.
  • Resource Planning Group bought 71,740 Vanguard Total International Bond ETF shares in Q4 2023, an estimated $3.49M.
  • Vanguard Total International Bond ETF made up 3.46% of Resource Planning Group's portfolio in Q4 2023, its #8 holding.
  • Resource Planning Group first reported a position in Vanguard Total International Bond ETF in Q3 2018 and has held it in 22 quarters since.
  • Resource Planning Group's Vanguard Total International Bond ETF position peaked at $20.9M in Q3 2019.
  • 833 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.