Valley Financial Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

Valley Financial 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
2023 Q2	$3.58M	Buy	73,199 +12,057	+20%	+$588K	1.85%	18
2023 Q1	$2.99M	Buy	+61,142	New	+$2.96M	1.85%	19

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Valley Financial Management's BNDX Position: Q2 2023 in Review

Valley Financial Management increased its Vanguard Total International Bond ETF (BNDX) stake by 20% in Q2 2023, buying an estimated $588K and bringing the position to 73,199 shares worth $3.58M. The position accounts for 1.85% of the portfolio, ranked #18.

Valley Financial Management first reported a position in BNDX in Q1 2023 and has held it in 2 quarters since. 741 funds tracked by Wall St. Rank hold BNDX as of Q2 2023.

Valley Financial Management held 73,199 shares of Vanguard Total International Bond ETF worth $3.58M as of Q2 2023.
Valley Financial Management bought 12,057 Vanguard Total International Bond ETF shares in Q2 2023, an estimated $588K.
Vanguard Total International Bond ETF made up 1.85% of Valley Financial Management's portfolio in Q2 2023, its #18 holding.
Valley Financial Management first reported a position in Vanguard Total International Bond ETF in Q1 2023 and has held it in 2 quarters since.
741 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2023.

Based on Valley Financial Management's 13F filing for Q2 2023, filed 14 Aug 2023.