WFPG
BNDX icon

Waller Financial Planning Group’s Vanguard Total International Bond ETF BNDX Stock Holding History

Waller Financial Planning Group’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
Q2 		$461K Buy
9,520
+169
+2% +$8.13K 0.09% 50
2026
Q1 		$449K Sell
9,351
-982
-10% -$47.6K 0.1% 53
2025
Q4 		$499K Buy
10,333
+1,098
+12% +$54.2K 0.11% 49
2025
Q3 		$457K Sell
9,235
-334
-3% -$16.5K 0.1% 52
2025
Q2 		$474K Sell
9,569
-3,352
-26% -$165K 0.11% 50
2025
Q1 		$631K Sell
12,921
-4,717
-27% -$231K 0.18% 45
2024
Q4 		$865K Sell
17,638
-11,792
-40% -$590K 0.22% 41
2024
Q3 		$1.48M Sell
29,430
-11,539
-28% -$573K 0.37% 34
2024
Q2 		$1.99M Sell
40,969
-22,617
-36% -$1.1M 0.54% 30
2024
Q1 		$3.13M Sell
63,586
-317,481
-83% -$15.5M 0.83% 26
2023
Q4 		$18.8M Sell
381,067
-10,959
-3% -$534K 4.95% 9
2023
Q3 		$18.8M Buy
392,026
+7,534
+2% +$365K 5.45% 7
2023
Q2 		$18.8M Sell
384,492
-11,335
-3% -$552K 5.18% 8
2023
Q1 		$19.4M Buy
395,827
+16,788
+4% +$813K 5.49% 7
2022
Q4 		$18M Sell
379,039
-46,364
-11% -$2.23M 5.22% 5
2022
Q3 		$20.3M Sell
425,403
-8,525
-2% -$424K 6.21% 5
2022
Q2 		$21.5M Buy
433,928
+21,714
+5% +$1.1M 6.29% 5
2022
Q1 		$21.6M Sell
412,214
-23,527
-5% -$1.26M 5.73% 6
2021
Q4 		$24M Buy
435,741
+7,640
+2% +$434K 6.02% 6
2021
Q3 		$24.4M Buy
428,101
+11,352
+3% +$654K 6.48% 6
2021
Q2 		$23.8M Buy
416,749
+12,823
+3% +$731K 6.38% 6
2021
Q1 		$23.1M Buy
403,926
+36,198
+10% +$2.09M 6.63% 6
2020
Q4 		$21.5M Buy
367,728
+45,940
+14% +$2.68M 6.71% 6
2020
Q3 		$18.7M Buy
321,788
+9,482
+3% +$550K 6.87% 7
2020
Q2 		$18M Buy
312,306
+23,497
+8% +$1.34M 7.02% 7
2020
Q1 		$16.2M Buy
+288,809
New +$16.5M 8.48% 3

Other funds holding BNDX

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Waller Financial Planning Group's BNDX Position: Q2 2026 in Review

Waller Financial Planning Group increased its Vanguard Total International Bond ETF (BNDX) stake by 1.8% in Q2 2026, buying an estimated $8.13K and bringing the position to 9,520 shares worth $461K. The position accounts for 0.09% of the portfolio, ranked #50.

Waller Financial Planning Group first reported a position in BNDX in Q1 2020 and has held it in 26 quarters since. The position peaked at $24.4M in Q3 2021. 753 funds tracked by Wall St. Rank hold BNDX as of Q2 2026.

  • Waller Financial Planning Group held 9,520 shares of Vanguard Total International Bond ETF worth $461K as of Q2 2026.
  • Waller Financial Planning Group bought 169 Vanguard Total International Bond ETF shares in Q2 2026, an estimated $8.13K.
  • Vanguard Total International Bond ETF made up 0.09% of Waller Financial Planning Group's portfolio in Q2 2026, its #50 holding.
  • Waller Financial Planning Group first reported a position in Vanguard Total International Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Waller Financial Planning Group's Vanguard Total International Bond ETF position peaked at $24.4M in Q3 2021.
  • 753 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2026.

Based on Waller Financial Planning Group's 13F filing for Q2 2026, filed 7 Jul 2026.