Stone Summit Wealth’s Vanguard Total International Bond ETF BNDX Stock Holding History

Stone Summit Wealth’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
2025 Q4	–	Sell	-10,380	Closed	-$513K	–	142
2025 Q3	$513K	Sell	10,380 -70,089	-87%	-$3.46M	0.15%	100
2025 Q2	$3.98M	Buy	80,469 +834	+1%	+$41K	1.23%	25
2025 Q1	$3.89M	Sell	79,635 -399	-0.5%	-$19.5K	1.32%	25
2024 Q4	$3.93M	Buy	80,034 +310	+0.4%	+$15.5K	1.32%	24
2024 Q3	$4.01M	Buy	79,724 +9,909	+14%	+$492K	1.29%	26
2024 Q2	$3.4M	Buy	69,815 +9,993	+17%	+$487K	1.22%	27
2024 Q1	$2.94M	Buy	59,822 +16,145	+37%	+$789K	1.02%	32
2023 Q4	$2.16M	Buy	43,677 +3,521	+9%	+$171K	0.83%	43
2023 Q3	$1.92M	Buy	40,156 +12,710	+46%	+$615K	0.82%	41
2023 Q2	$1.34M	Buy	27,446 +18,242	+198%	+$889K	0.56%	60
2023 Q1	$450K	Buy	9,204 +1,005	+12%	+$48.7K	0.2%	92
2022 Q4	$389K	Buy	8,199 +2,911	+55%	+$140K	0.19%	99
2022 Q3	$252K	Buy	5,288 +850	+19%	+$42.2K	0.15%	117
2022 Q2	$220K	Buy	4,438 +532	+14%	+$26.8K	0.13%	123
2022 Q1	$206K	Buy	+3,906	New	+$210K	0.12%	127

Other funds holding BNDX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Stone Summit Wealth's BNDX Position: Q4 2025 in Review

Stone Summit Wealth sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2025, closing a stake of 10,380 shares — an estimated $513K sold.

Stone Summit Wealth first reported a position in BNDX in Q1 2022 and held it in 15 quarters. The position peaked at $4.01M in Q3 2024. 1,076 funds tracked by Wall St. Rank hold BNDX as of Q4 2025.

Stone Summit Wealth reported no remaining Vanguard Total International Bond ETF position as of Q4 2025 after selling out during the quarter.
Stone Summit Wealth sold 10,380 Vanguard Total International Bond ETF shares in Q4 2025, an estimated $513K.
Stone Summit Wealth first reported a position in Vanguard Total International Bond ETF in Q1 2022 and held it in 15 quarters.
Stone Summit Wealth's Vanguard Total International Bond ETF position peaked at $4.01M in Q3 2024.
1,076 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2025.

Based on Stone Summit Wealth's 13F filing for Q4 2025, filed 27 Jan 2026.