Waterford Advisors’s Vanguard Total International Bond ETF BNDX Stock Holding History

Waterford 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
2025 Q4	–	Sell	-356,207	Closed	-$17.6M	–	51
2025 Q3	$17.6M	Buy	356,207 +353,536	+13,236%	+$17.4M	6.09%	6
2025 Q2	$16.6M	Sell	2,671 -325,237	-99%	-$16M	6.15%	6
2025 Q1	$16M	Buy	+327,908	New	+$16M	6.64%	5
2024 Q3	–	Sell	-293,784	Closed	-$14.3M	–	52
2024 Q2	$14.3M	Buy	293,784 +2,906	+1%	+$141K	5.99%	6
2024 Q1	$14.3M	Buy	290,878 +18,171	+7%	+$888K	6.07%	7
2023 Q4	$13.5M	Buy	272,707 +41,011	+18%	+$2M	6.31%	7
2023 Q3	$11.1M	Buy	231,696 +5,617	+2%	+$272K	6.2%	7
2023 Q2	$11.1M	Buy	226,079 +9,941	+5%	+$484K	5.32%	7
2023 Q1	$10.6M	Buy	216,138 +6,332	+3%	+$307K	5.72%	7
2022 Q4	$9.95M	Buy	+209,806	New	+$10.1M	5.8%	8

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Waterford Advisors's BNDX Position: Q4 2025 in Review

Waterford Advisors sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2025, closing a stake of 356,207 shares — an estimated $17.6M sold.

Waterford Advisors first reported a position in BNDX in Q4 2022 and held it in 10 quarters. The position peaked at $17.6M in Q3 2025. 1,076 funds tracked by Wall St. Rank hold BNDX as of Q4 2025.

Waterford Advisors reported no remaining Vanguard Total International Bond ETF position as of Q4 2025 after selling out during the quarter.
Waterford Advisors sold 356,207 Vanguard Total International Bond ETF shares in Q4 2025, an estimated $17.6M.
Waterford Advisors first reported a position in Vanguard Total International Bond ETF in Q4 2022 and held it in 10 quarters.
Waterford Advisors's Vanguard Total International Bond ETF position peaked at $17.6M in Q3 2025.
1,076 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2025.

Based on Waterford Advisors's 13F filing for Q4 2025, filed 20 Feb 2026.