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

Waverly 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
2026
Q1 		$1.5M Buy
31,188
+16,375
+111% +$794K 0.01% 709
2025
Q4 		$716K Buy
14,813
+357
+2% +$17.6K 0.01% 873
2025
Q3 		$715K Buy
14,456
+148
+1% +$7.3K 0.01% 736
2025
Q2 		$708K Sell
14,308
-2,847
-17% -$140K 0.01% 706
2025
Q1 		$838K Buy
17,155
+333
+2% +$16.3K 0.01% 643
2024
Q4 		$825K Sell
16,822
-4,910
-23% -$246K 0.01% 562
2024
Q3 		$1.09M Sell
21,732
-61
-0.3% -$3.03K 0.02% 432
2024
Q2 		$1.06M Sell
21,793
-2,151
-9% -$105K 0.02% 427
2024
Q1 		$1.18M Buy
23,944
+1,330
+6% +$65K 0.03% 341
2023
Q4 		$1.12M Sell
22,614
-7,448
-25% -$363K 0.04% 207
2023
Q3 		$1.44M Sell
30,062
-2,669
-8% -$129K 0.06% 167
2023
Q2 		$1.6M Sell
32,731
-701
-2% -$34.2K 0.07% 150
2023
Q1 		$1.64M Sell
33,432
-38,704
-54% -$1.87M 0.09% 114
2022
Q4 		$3.42M Buy
72,136
+55,253
+327% +$2.66M 0.19% 72
2022
Q3 		$806K Buy
16,883
+8,827
+110% +$439K 0.06% 123
2022
Q2 		$399K Sell
8,056
-2,376
-23% -$120K 0.04% 141
2022
Q1 		$547K Buy
+10,432
New +$560K 0.05% 113
2021
Q4 		– Sell
-3,636
Closed -$207K – 206
2021
Q3 		$207K Hold
3,636
– – 0.02% 201
2021
Q2 		$211K Hold
3,636
– – 0.02% 183
2021
Q1 		$206K Hold
3,636
– – 0.02% 167
2020
Q4 		$211K Hold
3,636
– – 0.02% 147
2020
Q3 		$212K Hold
3,636
– – 0.03% 131
2020
Q2 		$210K Hold
3,636
– – 0.03% 141
2020
Q1 		$205K Hold
3,636
– – 0.03% 134
2019
Q4 		$209K Hold
3,636
– – 0.03% 130
2019
Q3 		$214K Sell
3,636
-32
-0.9% -$1.87K 0.03% 123
2019
Q2 		$210K Sell
3,668
-26
-0.7% -$1.46K 0.03% 118
2019
Q1 		$206K Hold
3,694
– – 0.03% 118
2018
Q4 		$200K Buy
+3,694
New +$202K 0.03% 108

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Waverly Advisors's BNDX Position: Q1 2026 in Review

Waverly Advisors increased its Vanguard Total International Bond ETF (BNDX) stake by 111% in Q1 2026, buying an estimated $794K and bringing the position to 31,188 shares worth $1.5M. The position accounts for 0.01% of the portfolio, ranked #709.

Waverly Advisors first reported a position in BNDX in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.42M in Q4 2022. 1,115 funds tracked by Wall St. Rank hold BNDX as of Q1 2026.

  • Waverly Advisors held 31,188 shares of Vanguard Total International Bond ETF worth $1.5M as of Q1 2026.
  • Waverly Advisors bought 16,375 Vanguard Total International Bond ETF shares in Q1 2026, an estimated $794K.
  • Vanguard Total International Bond ETF made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #709 holding.
  • Waverly Advisors first reported a position in Vanguard Total International Bond ETF in Q4 2018 and has held it in 29 quarters since.
  • Waverly Advisors's Vanguard Total International Bond ETF position peaked at $3.42M in Q4 2022.
  • 1,115 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.