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Sovereign Financial Group’s Vanguard Total International Bond ETF BNDX Stock Holding History

Sovereign Financial 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
2026
Q1 		$12.3M Buy
256,847
+29,026
+13% +$1.41M 2.14% 10
2025
Q4 		$11M Buy
227,821
+11,950
+6% +$590K 1.9% 13
2025
Q3 		$10.7M Buy
215,871
+5,206
+2% +$257K 2% 11
2025
Q2 		$10.4M Buy
210,665
+11,325
+6% +$557K 2.15% 9
2025
Q1 		$9.73M Buy
199,340
+20,542
+11% +$1M 2.24% 8
2024
Q4 		$8.77M Sell
178,798
-2,505
-1% -$125K 2.01% 9
2024
Q3 		$9.12M Buy
181,303
+7,641
+4% +$379K 2.13% 9
2024
Q2 		$8.45M Buy
173,662
+8,419
+5% +$410K 2.11% 10
2024
Q1 		$8.13M Buy
165,243
+717
+0.4% +$35K 2.16% 10
2023
Q4 		$8.12M Buy
164,526
+20,724
+14% +$1.01M 2.48% 10
2023
Q3 		$6.88M Buy
143,802
+9,109
+7% +$441K 2.45% 10
2023
Q2 		$6.58M Buy
134,693
+27,233
+25% +$1.33M 2.15% 10
2023
Q1 		$5.26M Buy
107,460
+11,124
+12% +$539K 1.95% 11
2022
Q4 		$4.57M Sell
96,336
-45,668
-32% -$2.2M 1.8% 11
2022
Q3 		$6.78M Buy
142,004
+8,209
+6% +$408K 2.75% 8
2022
Q2 		$6.63M Buy
133,795
+26,766
+25% +$1.35M 2.61% 6
2022
Q1 		$5.61M Buy
107,029
+34,987
+49% +$1.88M 2.08% 9
2021
Q4 		$3.97M Buy
72,042
+65,337
+974% +$3.71M 1.6% 12
2021
Q3 		$382K Buy
6,705
+741
+12% +$42.7K 0.22% 100
2021
Q2 		$341K Hold
5,964
– – 0.21% 104
2021
Q1 		$341K Buy
5,964
+555
+10% +$32K 0.21% 103
2020
Q4 		$317K Buy
+5,409
New +$316K 0.23% 88

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
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Sovereign Financial Group's BNDX Position: Q1 2026 in Review

Sovereign Financial Group increased its Vanguard Total International Bond ETF (BNDX) stake by 13% in Q1 2026, buying an estimated $1.41M and bringing the position to 256,847 shares worth $12.3M. The position accounts for 2.14% of the portfolio, ranked #10.

Sovereign Financial Group first reported a position in BNDX in Q4 2020 and has held it in 22 quarters since. 1,115 funds tracked by Wall St. Rank hold BNDX as of Q1 2026.

  • Sovereign Financial Group held 256,847 shares of Vanguard Total International Bond ETF worth $12.3M as of Q1 2026.
  • Sovereign Financial Group bought 29,026 Vanguard Total International Bond ETF shares in Q1 2026, an estimated $1.41M.
  • Vanguard Total International Bond ETF made up 2.14% of Sovereign Financial Group's portfolio in Q1 2026, its #10 holding.
  • Sovereign Financial Group first reported a position in Vanguard Total International Bond ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,115 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.