Truepoint Inc’s Vanguard Total International Bond ETF BNDX Stock Holding History

Truepoint Inc’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
2024 Q2	–	Sell	-8,727	Closed	-$429K	–	120
2024 Q1	$429K	Buy	+8,727	New	+$426K	0.01%	93
2023 Q1	–	Sell	-4,886	Closed	-$232K	–	145
2022 Q4	$232K	Buy	+4,886	New	+$235K	0.01%	143
2022 Q3	–	Sell	-8,662	Closed	-$429K	–	157
2022 Q2	$429K	Buy	+8,662	New	+$437K	0.02%	106

Other funds holding BNDX

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Truepoint Inc's BNDX Position: Q2 2024 in Review

Truepoint Inc sold out of Vanguard Total International Bond ETF (BNDX) in Q2 2024, closing a stake of 8,727 shares — an estimated $429K sold.

Truepoint Inc first reported a position in BNDX in Q2 2022 and held it in 3 quarters. The position peaked at $429K in Q1 2024. 829 funds tracked by Wall St. Rank hold BNDX as of Q2 2024.

Truepoint Inc reported no remaining Vanguard Total International Bond ETF position as of Q2 2024 after selling out during the quarter.
Truepoint Inc sold 8,727 Vanguard Total International Bond ETF shares in Q2 2024, an estimated $429K.
Truepoint Inc first reported a position in Vanguard Total International Bond ETF in Q2 2022 and held it in 3 quarters.
Truepoint Inc's Vanguard Total International Bond ETF position peaked at $429K in Q1 2024.
829 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2024.

Based on Truepoint Inc's 13F filing for Q2 2024, filed 5 Aug 2024.