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

Summit Wealth 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
Q2 		$17.5M Buy
360,811
+13,238
+4% +$637K 3.56% 8
2026
Q1 		$16.7M Buy
347,573
+19,114
+6% +$927K 3.83% 5
2025
Q4 		$15.9M Buy
328,459
+14,700
+5% +$726K 3.71% 6
2025
Q3 		$15.5M Buy
313,759
+16,519
+6% +$815K 3.75% 6
2025
Q2 		$14.7M Buy
297,240
+4,306
+1% +$212K 3.78% 7
2025
Q1 		$14.3M Sell
292,934
-11,904
-4% -$582K 4.18% 5
2024
Q4 		$15M Sell
304,838
-5,538
-2% -$277K 4.33% 4
2024
Q3 		$15.6M Buy
310,376
+27,356
+10% +$1.36M 4.5% 4
2024
Q2 		$13.8M Buy
283,020
+8,679
+3% +$423K 4.13% 6
2024
Q1 		$13.5M Buy
274,341
+18,482
+7% +$903K 9.19% 3
2023
Q4 		$12.6M Sell
255,859
-25,573
-9% -$1.25M 9.88% 3
2023
Q3 		$13.5M Buy
281,432
+5,981
+2% +$290K 12.01% 2
2023
Q2 		$13.5M Buy
275,451
+269,993
+4,947% +$13.2M 5.45% 4
2023
Q1 		$267K Sell
5,458
-201,027
-97% -$9.74M 6.38% 4
2022
Q4 		$9.79M Sell
206,485
-77,586
-27% -$3.74M 10.34% 3
2022
Q3 		$13.6M Buy
284,071
+11,476
+4% +$570K 15.99% 1
2022
Q2 		$13.5M Buy
272,595
+6,034
+2% +$304K 15.95% 1
2022
Q1 		$14M Buy
266,561
+12,776
+5% +$686K 14.64% 1
2021
Q4 		$14M Buy
253,785
+244,645
+2,677% +$13.9M 15.95% 1
2021
Q3 		$521K Sell
9,140
-226,797
-96% -$13.1M 0.82% 23
2021
Q2 		$13.5M Sell
235,937
-201,307
-46% -$11.5M 20.01% 1
2021
Q1 		$25M Buy
437,244
+232,474
+114% +$13.4M 40.24% 1
2020
Q4 		$12M Buy
204,770
+52,230
+34% +$3.05M 7.52% 4
2020
Q3 		$8.88M Buy
152,540
+2,721
+2% +$158K 7.71% 4
2020
Q2 		$8.65M Buy
149,819
+1,393
+0.9% +$79.6K 7.91% 5
2020
Q1 		$8.35M Buy
148,426
+12,549
+9% +$717K 8.46% 5
2019
Q4 		$7.69M Buy
+135,877
New +$7.89M 7.25% 5

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Summit Wealth Group increased its Vanguard Total International Bond ETF (BNDX) stake by 3.8% in Q2 2026, buying an estimated $637K and bringing the position to 360,811 shares worth $17.5M. The position accounts for 3.56% of the portfolio, ranked #8.

Summit Wealth Group first reported a position in BNDX in Q4 2019 and has held it in 27 quarters since. The position peaked at $25M in Q1 2021. 1,113 funds tracked by Wall St. Rank hold BNDX as of Q2 2026.

  • Summit Wealth Group held 360,811 shares of Vanguard Total International Bond ETF worth $17.5M as of Q2 2026.
  • Summit Wealth Group bought 13,238 Vanguard Total International Bond ETF shares in Q2 2026, an estimated $637K.
  • Vanguard Total International Bond ETF made up 3.56% of Summit Wealth Group's portfolio in Q2 2026, its #8 holding.
  • Summit Wealth Group first reported a position in Vanguard Total International Bond ETF in Q4 2019 and has held it in 27 quarters since.
  • Summit Wealth Group's Vanguard Total International Bond ETF position peaked at $25M in Q1 2021.
  • 1,113 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.