ULWM
BNDX icon

Upper Left Wealth Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

Upper Left Wealth Management’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
Q3 		$5.16M Sell
110,108
-50,124
-31% -$2.39M 2.68% 10
2026
Q2 		$7.76M Buy
160,232
+10,853
+7% +$522K 4.3% 4
2026
Q1 		$7.18M Buy
149,379
+14,247
+11% +$691K 4.24% 4
2025
Q4 		$6.53M Buy
135,132
+12,418
+10% +$613K 3.98% 3
2025
Q3 		$6.07M Buy
122,714
+4,136
+3% +$204K 3.81% 5
2025
Q2 		$5.87M Buy
118,578
+136
+0.1% +$6.69K 3.92% 5
2025
Q1 		$5.78M Buy
118,442
+107,082
+943% +$5.24M 4.15% 4
2024
Q4 		$557K Sell
11,360
-321
-3% -$16.1K 0.48% 42
2024
Q3 		$581K Buy
11,681
+2,406
+26% +$119K 0.51% 43
2024
Q2 		$451K Sell
9,275
-571
-6% -$27.8K 0.41% 44
2024
Q1 		$484K Buy
9,846
+180
+2% +$8.8K 0.45% 44
2023
Q4 		$477K Buy
9,666
+17
+0.2% +$828 0.47% 46
2023
Q3 		$462K Sell
9,649
-65
-0.7% -$3.15K 0.48% 38
2023
Q2 		$475K Sell
9,714
-1,122
-10% -$54.7K 0.53% 40
2023
Q1 		$530K Buy
+10,836
New +$525K 0.6% 35
2022
Q2 		– Sell
-4,390
Closed -$230K – 51
2022
Q1 		$230K Sell
4,390
-4,207
-49% -$226K 0.24% 49
2021
Q4 		$474K Buy
+8,597
New +$488K 0.47% 37

Other funds holding BNDX

Eclectic Associates
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Prosperity Capital Advisors
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HI
Human Investing Lake Oswego, Oregon $787M AUM 12.01% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return

Upper Left Wealth Management's BNDX Position: Q3 2026 in Review

Upper Left Wealth Management reduced its Vanguard Total International Bond ETF (BNDX) stake by 31% in Q3 2026, selling an estimated $2.39M and leaving 110,108 shares worth $5.16M. The position accounts for 2.68% of the portfolio, ranked #10.

Upper Left Wealth Management first reported a position in BNDX in Q4 2021 and has held it in 17 quarters since. The position peaked at $7.76M in Q2 2026. 238 funds tracked by Wall St. Rank hold BNDX as of Q3 2026.

  • Upper Left Wealth Management held 110,108 shares of Vanguard Total International Bond ETF worth $5.16M as of Q3 2026.
  • Upper Left Wealth Management sold 50,124 Vanguard Total International Bond ETF shares in Q3 2026, an estimated $2.39M.
  • Vanguard Total International Bond ETF made up 2.68% of Upper Left Wealth Management's portfolio in Q3 2026, its #10 holding.
  • Upper Left Wealth Management first reported a position in Vanguard Total International Bond ETF in Q4 2021 and has held it in 17 quarters since.
  • Upper Left Wealth Management's Vanguard Total International Bond ETF position peaked at $7.76M in Q2 2026.
  • 238 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.