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Stonehaven Wealth & Tax Solutions’s Vanguard Total International Bond ETF BNDX Stock Holding History

Stonehaven Wealth & Tax 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
2026
Q1 		$2.03M Sell
42,330
-742
-2% -$36K 1.8% 14
2025
Q4 		$2.08M Sell
43,072
-2,660
-6% -$131K 1.87% 13
2025
Q3 		$2.26M Buy
45,732
+211
+0.5% +$10.4K 2.09% 13
2025
Q2 		$2.25M Sell
45,521
-721
-2% -$35.5K 2.2% 12
2025
Q1 		$2.26M Buy
46,242
+5,678
+14% +$278K 2.38% 11
2024
Q4 		$1.99M Buy
+40,564
New +$2.03M 2.17% 12

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

Stonehaven Wealth & Tax Solutions's BNDX Position: Q1 2026 in Review

Stonehaven Wealth & Tax Solutions reduced its Vanguard Total International Bond ETF (BNDX) stake by 1.7% in Q1 2026, selling an estimated $36K and leaving 42,330 shares worth $2.03M. The position accounts for 1.8% of the portfolio, ranked #14.

Stonehaven Wealth & Tax Solutions first reported a position in BNDX in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.26M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold BNDX as of Q1 2026.

  • Stonehaven Wealth & Tax Solutions held 42,330 shares of Vanguard Total International Bond ETF worth $2.03M as of Q1 2026.
  • Stonehaven Wealth & Tax Solutions sold 742 Vanguard Total International Bond ETF shares in Q1 2026, an estimated $36K.
  • Vanguard Total International Bond ETF made up 1.8% of Stonehaven Wealth & Tax Solutions's portfolio in Q1 2026, its #14 holding.
  • Stonehaven Wealth & Tax Solutions first reported a position in Vanguard Total International Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • Stonehaven Wealth & Tax Solutions's Vanguard Total International Bond ETF position peaked at $2.26M in Q3 2025.
  • 1,115 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2026.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2026, filed 15 May 2026.