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Schwarz Dygos Wheeler Investment Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History

Schwarz Dygos Wheeler Investment 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
2026
Q2 		$250K Sell
5,154
-63
-1% -$3.03K 0.05% 150
2026
Q1 		$251K Hold
5,217
– – 0.05% 146
2025
Q4 		$252K Buy
5,217
+63
+1% +$3.11K 0.05% 147
2025
Q3 		$255K Buy
5,154
+307
+6% +$15.1K 0.05% 147
2025
Q2 		$240K Hold
4,847
– – 0.05% 151
2025
Q1 		$237K Sell
4,847
-882
-15% -$43.1K 0.06% 145
2024
Q4 		$281K Buy
5,729
+882
+18% +$44.1K 0.07% 133
2024
Q3 		$244K Sell
4,847
-316
-6% -$15.7K 0.06% 139
2024
Q2 		$251K Buy
5,163
+267
+5% +$13K 0.07% 127
2024
Q1 		$241K Sell
4,896
-1,360
-22% -$66.5K 0.07% 131
2023
Q4 		$309K Sell
6,256
-580
-8% -$28.2K 0.1% 118
2023
Q3 		$327K Buy
6,836
+629
+10% +$30.4K 0.11% 107
2023
Q2 		$303K Hold
6,207
– – 0.1% 111
2023
Q1 		$304K Hold
6,207
– – 0.11% 105
2022
Q4 		$294K Hold
6,207
– – 0.12% 101
2022
Q3 		$296K Hold
6,207
– – 0.13% 90
2022
Q2 		$307K Hold
6,207
– – 0.12% 99
2022
Q1 		$325K Hold
6,207
– – 0.11% 105
2021
Q4 		$342K Hold
6,207
– – 0.12% 98
2021
Q3 		$354K Buy
6,207
+1,383
+29% +$79.7K 0.13% 94
2021
Q2 		$275K Hold
4,824
– – 0.1% 110
2021
Q1 		$276K Hold
4,824
– – 0.11% 101
2020
Q4 		$282K Buy
+4,824
New +$282K 0.14% 87

Other funds holding BNDX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's BNDX Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its Vanguard Total International Bond ETF (BNDX) stake by 1.2% in Q2 2026, selling an estimated $3.03K and leaving 5,154 shares worth $250K. The position accounts for 0.05% of the portfolio, ranked #150.

Schwarz Dygos Wheeler Investment Advisors first reported a position in BNDX in Q4 2020 and has held it in 23 quarters since. The position peaked at $354K in Q3 2021. 830 funds tracked by Wall St. Rank hold BNDX as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 5,154 shares of Vanguard Total International Bond ETF worth $250K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors sold 63 Vanguard Total International Bond ETF shares in Q2 2026, an estimated $3.03K.
  • Vanguard Total International Bond ETF made up 0.05% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #150 holding.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in Vanguard Total International Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • Schwarz Dygos Wheeler Investment Advisors's Vanguard Total International Bond ETF position peaked at $354K in Q3 2021.
  • 830 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.