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Simplicity Solutions’s Vanguard Total International Bond ETF BNDX Stock Holding History

Simplicity Solutions’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 		$460K Buy
9,311
+863
+10% +$42K 0.01% 691
2023
Q3 		$404K Sell
8,448
-8,054
-49% -$390K 0.01% 658
2023
Q2 		$807K Buy
16,502
+4,988
+43% +$243K 0.02% 525
2023
Q1 		$563K Buy
+11,514
New +$558K 0.01% 657
2022
Q3 		– Sell
-4,384
Closed -$217K – 648
2022
Q2 		$217K Sell
4,384
-528
-11% -$26.6K 0.03% 562
2022
Q1 		$258K Sell
4,912
-205
-4% -$11K 0.03% 519
2021
Q4 		$282K Sell
5,117
-905
-15% -$51.4K 0.03% 448
2021
Q3 		$343K Buy
+6,022
New +$347K 0.05% 376
2021
Q2 		– Sell
-7,804
Closed -$446K – 519
2021
Q1 		$446K Sell
7,804
-303,380
-97% -$17.5M 0.1% 228
2020
Q4 		$18.2M Buy
311,184
+22,781
+8% +$1.33M 0.27% 80
2020
Q3 		$16.8M Buy
288,403
+40,021
+16% +$2.32M 0.31% 67
2020
Q2 		$14.3M Buy
248,382
+138,682
+126% +$7.92M 0.28% 75
2020
Q1 		$6.17M Sell
109,700
-5,042
-4% -$288K 0.19% 92
2019
Q4 		$6.49M Buy
114,742
+33,308
+41% +$1.93M 0.2% 93
2019
Q3 		$4.79M Buy
81,434
+8,040
+11% +$469K 0.19% 86
2019
Q2 		$4.21M Buy
73,394
+19,379
+36% +$1.09M 0.18% 86
2019
Q1 		$3.01M Buy
54,015
+23,160
+75% +$1.27M 0.18% 109
2018
Q4 		$1.67M Buy
30,855
+4,557
+17% +$249K 0.22% 112
2018
Q3 		$1.43M Buy
26,298
+19,822
+306% +$1.08M 0.08% 136
2018
Q2 		$354K Sell
6,476
-33,894
-84% -$1.85M 0.03% 312
2018
Q1 		$2.21M Buy
40,370
+4,873
+14% +$264K 0.19% 68
2017
Q4 		$1.93M Buy
+35,497
New +$1.95M 0.19% 76
2016
Q1 		– Sell
-22,607
Closed -$1.2M – 231
2015
Q4 		$1.2M Buy
+22,607
New +$1.2M 0.14% 199

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

Simplicity Solutions's BNDX Position: Q4 2023 in Review

Simplicity Solutions increased its Vanguard Total International Bond ETF (BNDX) stake by 10% in Q4 2023, buying an estimated $42K and bringing the position to 9,311 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #691.

Simplicity Solutions first reported a position in BNDX in Q4 2015 and has held it in 23 quarters since. The position peaked at $18.2M in Q4 2020. 833 funds tracked by Wall St. Rank hold BNDX as of Q4 2023.

  • Simplicity Solutions held 9,311 shares of Vanguard Total International Bond ETF worth $460K as of Q4 2023.
  • Simplicity Solutions bought 863 Vanguard Total International Bond ETF shares in Q4 2023, an estimated $42K.
  • Vanguard Total International Bond ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #691 holding.
  • Simplicity Solutions first reported a position in Vanguard Total International Bond ETF in Q4 2015 and has held it in 23 quarters since.
  • Simplicity Solutions's Vanguard Total International Bond ETF position peaked at $18.2M in Q4 2020.
  • 833 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.