Verus Financial Partners’s Vanguard Total International Bond ETF BNDX Stock Holding History

Verus Financial 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
2022 Q4	–	Sell	-5,812	Closed	-$275K	–	103
2022 Q3	$275K	Sell	5,812 -597,433	-99%	-$29.7M	0.04%	78
2022 Q2	$30.2M	Sell	603,245 -615,505	-51%	-$31.1M	4.32%	9
2022 Q1	$62.8M	Sell	1,218,750 -4,098	-0.3%	-$220K	8.91%	4
2021 Q4	$67.5M	Buy	1,222,848 +1,159,005	+1,815%	+$65.9M	8.92%	3
2021 Q3	$3.62M	Buy	63,843 +17,202	+37%	+$991K	0.54%	15
2021 Q2	$2.69M	Sell	46,641 -35,345	-43%	-$2.01M	0.41%	18
2021 Q1	$4.69M	Buy	81,986 +7,063	+9%	+$408K	0.74%	14
2020 Q4	$4.39M	Buy	+74,923	New	+$4.38M	0.75%	13
2020 Q3	–	Sell	-73,073	Closed	-$4.22M	–	182
2020 Q2	$4.22M	Buy	73,073 +884	+1%	+$50.5K	0.91%	11
2020 Q1	$4.06M	Buy	72,189 +60,655	+526%	+$3.46M	1.24%	11
2019 Q4	$653K	Buy	+11,534	New	+$670K	0.2%	32
2014 Q4	–	Sell	-7,766	Closed	-$405K	–	44
2014 Q3	$405K	Buy	7,766 +1	+0%	+$52	0.23%	25
2014 Q2	$399K	Hold	7,765	–	–	0.22%	23
2014 Q1	$393K	Buy	7,765 +1,801	+30%	+$90.5K	0.22%	27
2013 Q4	$296K	Buy	+5,964	New	+$297K	0.15%	32

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

Verus Financial Partners's BNDX Position: Q4 2022 in Review

Verus Financial Partners sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2022, closing a stake of 5,812 shares — an estimated $275K sold.

Verus Financial Partners first reported a position in BNDX in Q4 2013 and held it in 15 quarters. The position peaked at $67.5M in Q4 2021. 749 funds tracked by Wall St. Rank hold BNDX as of Q4 2022.

Verus Financial Partners reported no remaining Vanguard Total International Bond ETF position as of Q4 2022 after selling out during the quarter.
Verus Financial Partners sold 5,812 Vanguard Total International Bond ETF shares in Q4 2022, an estimated $275K.
Verus Financial Partners first reported a position in Vanguard Total International Bond ETF in Q4 2013 and held it in 15 quarters.
Verus Financial Partners's Vanguard Total International Bond ETF position peaked at $67.5M in Q4 2021.
749 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2022.

Based on Verus Financial Partners's 13F filing for Q4 2022, filed 1 Feb 2023.