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

Summit Wealth Partners’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 		$282K Buy
5,815
+15
+0.3% +$722 0.04% 240
2026
Q1 		$279K Buy
5,800
+72
+1% +$3.49K 0.04% 225
2025
Q4 		$277K Buy
5,728
+1,681
+42% +$83K 0.05% 174
2025
Q3 		$200K Buy
+4,047
New +$200K 0.04% 212
2025
Q1 		– Sell
-4,451
Closed -$218K – 211
2024
Q4 		$218K Sell
4,451
-3
-0.1% -$150 0.04% 193
2024
Q3 		$224K Buy
+4,454
New +$221K 0.04% 218
2024
Q1 		– Sell
-4,239
Closed -$209K – 222
2023
Q4 		$209K Buy
+4,239
New +$206K 0.05% 203
2022
Q3 		– Sell
-4,515
Closed -$224K – 159
2022
Q2 		$224K Sell
4,515
-8,169
-64% -$412K 0.06% 149
2022
Q1 		$665K Sell
12,684
-5,255
-29% -$282K 0.15% 76
2021
Q4 		$990K Buy
17,939
+1,386
+8% +$78.8K 0.21% 55
2021
Q3 		$943K Sell
16,553
-1,098
-6% -$63.3K 0.22% 55
2021
Q2 		$1.01M Sell
17,651
-1,564
-8% -$89.2K 0.24% 56
2021
Q1 		$1.1M Buy
19,215
+709
+4% +$40.9K 0.28% 51
2020
Q4 		$1.08M Buy
18,506
+1,939
+12% +$113K 0.29% 52
2020
Q3 		$964K Buy
16,567
+1,878
+13% +$109K 0.29% 56
2020
Q2 		$848K Buy
14,689
+4,995
+52% +$285K 0.27% 62
2020
Q1 		$545K Sell
9,694
-6,960
-42% -$398K 0.22% 60
2019
Q4 		$942K Buy
+16,654
New +$967K 0.33% 50

Other funds holding BNDX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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 $44.6B AUM 28.94% 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
HR
Hardy Reed Tupelo, Mississippi $1.56B AUM 23.01% 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

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

Summit Wealth Partners increased its Vanguard Total International Bond ETF (BNDX) stake by 0.26% in Q2 2026, buying an estimated $722 and bringing the position to 5,815 shares worth $282K. The position accounts for 0.04% of the portfolio, ranked #240.

Summit Wealth Partners first reported a position in BNDX in Q4 2019 and has held it in 18 quarters since. The position peaked at $1.1M in Q1 2021. 617 funds tracked by Wall St. Rank hold BNDX as of Q2 2026.

  • Summit Wealth Partners held 5,815 shares of Vanguard Total International Bond ETF worth $282K as of Q2 2026.
  • Summit Wealth Partners bought 15 Vanguard Total International Bond ETF shares in Q2 2026, an estimated $722.
  • Vanguard Total International Bond ETF made up 0.04% of Summit Wealth Partners's portfolio in Q2 2026, its #240 holding.
  • Summit Wealth Partners first reported a position in Vanguard Total International Bond ETF in Q4 2019 and has held it in 18 quarters since.
  • Summit Wealth Partners's Vanguard Total International Bond ETF position peaked at $1.1M in Q1 2021.
  • 617 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.