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Summit Wealth Group (Colorado)’s Vanguard Total International Bond ETF BNDX Stock Holding History

Summit Wealth Group (Colorado)’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 		$210K Sell
4,346
-2,841
-40% -$137K 0.02% 379
2026
Q1 		$345K Buy
7,187
+152
+2% +$7.37K 0.04% 234
2025
Q4 		$340K Buy
+7,035
New +$347K 0.05% 196
2025
Q3 		– Sell
-6,121
Closed -$303K – 280
2025
Q2 		$303K Buy
+6,121
New +$301K 0.08% 179

Other funds holding BNDX

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Summit Wealth Group (Colorado)'s BNDX Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Vanguard Total International Bond ETF (BNDX) stake by 40% in Q2 2026, selling an estimated $137K and leaving 4,346 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #379.

Summit Wealth Group (Colorado) first reported a position in BNDX in Q2 2025 and has held it in 4 quarters since. The position peaked at $345K in Q1 2026. 495 funds tracked by Wall St. Rank hold BNDX as of Q2 2026.

  • Summit Wealth Group (Colorado) held 4,346 shares of Vanguard Total International Bond ETF worth $210K as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 2,841 Vanguard Total International Bond ETF shares in Q2 2026, an estimated $137K.
  • Vanguard Total International Bond ETF made up 0.02% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #379 holding.
  • Summit Wealth Group (Colorado) first reported a position in Vanguard Total International Bond ETF in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s Vanguard Total International Bond ETF position peaked at $345K in Q1 2026.
  • 495 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.