United Capital Financial Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History

United Capital Financial Advisors’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	$920K	Buy	19,208 +5,800	+43%	+$281K	0.01%	792
2025 Q4	$648K	Sell	13,408 -260	-2%	-$12.8K	﹤0.01%	875
2025 Q3	$676K	Buy	13,668 +190	+1%	+$9.37K	﹤0.01%	770
2025 Q2	$667K	Sell	13,478 -373	-3%	-$18.4K	0.01%	714
2025 Q1	$676K	Buy	13,851 +566	+4%	+$27.7K	0.01%	669
2024 Q4	$652K	Sell	13,285 -476	-3%	-$23.8K	0.01%	664
2024 Q3	$692K	Sell	13,761 -586	-4%	-$29.1K	0.01%	640
2024 Q2	$698K	Sell	14,347 -9,770	-41%	-$476K	0.01%	623
2024 Q1	$1.19M	Sell	24,117 -9,905	-29%	-$484K	0.01%	526
2023 Q4	$1.68M	Sell	34,022 -66,916	-66%	-$3.26M	0.01%	451
2023 Q3	$4.83M	Sell	100,938 -77,344	-43%	-$3.74M	0.03%	302
2023 Q2	$8.71M	Sell	178,282 -35,030	-16%	-$1.71M	0.05%	254
2023 Q1	$10.4M	Sell	213,312 -78,001	-27%	-$3.78M	0.06%	234
2022 Q4	$13.8M	Sell	291,313 -10,585	-4%	-$510K	0.08%	207
2022 Q3	$14.4M	Sell	301,898 -9,465	-3%	-$470K	0.09%	201
2022 Q2	$15.4M	Sell	311,363 -185	-0.1%	-$9.33K	0.08%	200
2022 Q1	$16.3M	Sell	311,548 -95,466	-23%	-$5.13M	0.08%	213
2021 Q4	$22.5M	Buy	407,014 +7,063	+2%	+$401K	0.1%	186
2021 Q3	$22.8M	Sell	399,951 -17,112	-4%	-$986K	0.11%	174
2021 Q2	$23.8M	Sell	417,063 -76,797	-16%	-$4.38M	0.12%	173
2021 Q1	$28.2M	Sell	493,860 -29,398	-6%	-$1.7M	0.16%	142
2020 Q4	$30.6M	Sell	523,258 -46,301	-8%	-$2.7M	0.18%	123
2020 Q3	$33.1M	Sell	569,559 -57,672	-9%	-$3.34M	0.22%	107
2020 Q2	$36.2M	Buy	627,231 +33,435	+6%	+$1.91M	0.26%	88
2020 Q1	$33.2M	Sell	593,796 -925,001	-61%	-$52.8M	0.27%	82
2019 Q4	$85.9M	Buy	1,518,797 +5,978	+0.4%	+$347K	0.55%	29
2019 Q3	$89M	Buy	1,512,819 +65,910	+5%	+$3.85M	0.62%	21
2019 Q2	$82.9M	Buy	1,446,909 +12,793	+0.9%	+$719K	0.54%	32
2019 Q1	$80M	Buy	1,434,116 +17,200	+1%	+$944K	0.56%	27
2018 Q4	$76.9M	Buy	1,416,916 +40,844	+3%	+$2.23M	0.61%	25
2018 Q3	$75.1M	Buy	1,376,072 +162,859	+13%	+$8.91M	0.53%	33
2018 Q2	$66.4M	Buy	1,213,213 +58,803	+5%	+$3.21M	0.49%	33
2018 Q1	$63.2M	Buy	1,154,410 +346,328	+43%	+$18.8M	0.48%	35
2017 Q4	$43.9M	Buy	808,082 +17,356	+2%	+$952K	0.35%	61
2017 Q3	$43.2M	Buy	790,726 +30,389	+4%	+$1.66M	0.37%	55
2017 Q2	$41.3M	Buy	760,337 +19,452	+3%	+$1.06M	0.37%	51
2017 Q1	$40.1M	Buy	740,885 +22,542	+3%	+$1.22M	0.37%	57
2016 Q4	$39M	Buy	718,343 +17,447	+2%	+$956K	0.38%	52
2016 Q3	$39.3M	Buy	+700,896	New	+$39.2M	0.38%	52
2015 Q4	–	Sell	-20,695	Closed	-$1.09M	–	1215
2015 Q3	$1.09M	Buy	+20,695	New	+$1.09M	0.01%	664

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

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

United Capital Financial Advisors's BNDX Position: Q1 2026 in Review

United Capital Financial Advisors increased its Vanguard Total International Bond ETF (BNDX) stake by 43% in Q1 2026, buying an estimated $281K and bringing the position to 19,208 shares worth $920K. The position accounts for 0.01% of the portfolio, ranked #792.

United Capital Financial Advisors first reported a position in BNDX in Q3 2015 and has held it in 40 quarters since. The position peaked at $89M in Q3 2019. 1,117 funds tracked by Wall St. Rank hold BNDX as of Q1 2026.

United Capital Financial Advisors held 19,208 shares of Vanguard Total International Bond ETF worth $920K as of Q1 2026.
United Capital Financial Advisors bought 5,800 Vanguard Total International Bond ETF shares in Q1 2026, an estimated $281K.
Vanguard Total International Bond ETF made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #792 holding.
United Capital Financial Advisors first reported a position in Vanguard Total International Bond ETF in Q3 2015 and has held it in 40 quarters since.
United Capital Financial Advisors's Vanguard Total International Bond ETF position peaked at $89M in Q3 2019.
1,117 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.