Smallwood Wealth Investment Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

Smallwood Wealth Investment Management’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	$74.6K	Buy	1,540 +7	+0.5%	+$337	0.03%	160
2026 Q1	$73.7K	Hold	1,533	–	–	0.04%	144
2025 Q4	$74.1K	Hold	1,533	–	–	0.04%	141
2025 Q3	$75.8K	Sell	1,533 -37	-2%	-$1.82K	0.04%	142
2025 Q2	$77.7K	Buy	1,570 +37	+2%	+$1.82K	0.04%	130
2025 Q1	$74.8K	Buy	+1,533	New	+$75K	0.05%	132

Other funds holding BNDX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Smallwood Wealth Investment Management's BNDX Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Vanguard Total International Bond ETF (BNDX) stake by 0.46% in Q2 2026, buying an estimated $337 and bringing the position to 1,540 shares worth $74.6K. The position accounts for 0.03% of the portfolio, ranked #160.

Smallwood Wealth Investment Management first reported a position in BNDX in Q1 2025 and has held it in 6 quarters since. The position peaked at $77.7K in Q2 2025. 753 funds tracked by Wall St. Rank hold BNDX as of Q2 2026.

Smallwood Wealth Investment Management held 1,540 shares of Vanguard Total International Bond ETF worth $74.6K as of Q2 2026.
Smallwood Wealth Investment Management bought 7 Vanguard Total International Bond ETF shares in Q2 2026, an estimated $337.
Vanguard Total International Bond ETF made up 0.03% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #160 holding.
Smallwood Wealth Investment Management first reported a position in Vanguard Total International Bond ETF in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's Vanguard Total International Bond ETF position peaked at $77.7K in Q2 2025.
753 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.