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

Summit Financial’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 		$2.74M Buy
56,982
+35,465
+165% +$1.72M 0.03% 490
2025
Q4 		$1.04M Buy
21,517
+667
+3% +$32.9K 0.02% 662
2025
Q3 		$1.03M Buy
20,850
+2,075
+11% +$102K 0.02% 648
2025
Q2 		$930K Buy
18,775
+8,713
+87% +$429K 0.02% 425
2025
Q1 		$491K Sell
10,062
-7,292
-42% -$357K 0.01% 517
2024
Q4 		$851K Buy
17,354
+485
+3% +$24.3K 0.03% 349
2024
Q3 		$848K Sell
16,869
-499
-3% -$24.8K 0.03% 290
2024
Q2 		$845K Buy
17,368
+7,485
+76% +$364K 0.04% 255
2024
Q1 		$486K Sell
9,883
-6,261
-39% -$306K 0.03% 257
2023
Q4 		$797K Sell
16,144
-1,181
-7% -$57.5K 0.05% 199
2023
Q3 		$829K Buy
17,325
+306
+2% +$14.8K 0.06% 178
2023
Q2 		$832K Buy
17,019
+8,240
+94% +$402K 0.06% 173
2023
Q1 		$429K Buy
8,779
+1,182
+16% +$57.3K 0.04% 184
2022
Q4 		$360K Buy
7,597
+267
+4% +$12.9K 0.03% 194
2022
Q3 		$350K Sell
7,330
-577
-7% -$28.7K 0.03% 200
2022
Q2 		$392K Buy
7,907
+430
+6% +$21.7K 0.04% 172
2022
Q1 		$392K Hold
7,477
– – 0.03% 200
2021
Q4 		$412K Buy
7,477
+399
+6% +$22.7K 0.03% 183
2021
Q3 		$403K Buy
7,078
+368
+5% +$21.2K 0.03% 162
2021
Q2 		$383K Buy
6,710
+1,028
+18% +$58.6K 0.04% 106
2021
Q1 		$325K Buy
5,682
+64
+1% +$3.69K 0.04% 45
2020
Q4 		$329K Buy
+5,618
New +$328K 0.05% 43

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

Summit Financial's BNDX Position: Q1 2026 in Review

Summit Financial increased its Vanguard Total International Bond ETF (BNDX) stake by 165% in Q1 2026, buying an estimated $1.72M and bringing the position to 56,982 shares worth $2.74M. The position accounts for 0.03% of the portfolio, ranked #490.

Summit Financial 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.

  • Summit Financial held 56,982 shares of Vanguard Total International Bond ETF worth $2.74M as of Q1 2026.
  • Summit Financial bought 35,465 Vanguard Total International Bond ETF shares in Q1 2026, an estimated $1.72M.
  • Vanguard Total International Bond ETF made up 0.03% of Summit Financial's portfolio in Q1 2026, its #490 holding.
  • Summit Financial 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 Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.