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Wealthspire Advisors (Maryland)’s Vanguard Total International Bond ETF BNDX Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$1.42M Buy
24,382
+10,424
+75% +$605K 0.05% 157
2020
Q2 		$806K Buy
13,958
+141
+1% +$8.06K 0.06% 185
2020
Q1 		$777K Sell
13,817
-8,569
-38% -$489K 0.07% 174
2019
Q4 		$1.27M Buy
22,386
+15,547
+227% +$903K 0.09% 138
2019
Q3 		$402K Buy
6,839
+1
+0% +$58 0.03% 292
2019
Q2 		$392K Hold
6,838
– – 0.03% 295
2019
Q1 		$381K Hold
6,838
– – 0.03% 298
2018
Q4 		$371K Sell
6,838
-11
-0.2% -$600 0.03% 278
2018
Q3 		$374K Buy
6,849
+13
+0.2% +$711 0.03% 300
2018
Q2 		$374K Sell
6,836
-201
-3% -$11K 0.03% 302
2018
Q1 		$385K Buy
7,037
+1,867
+36% +$101K 0.04% 303
2017
Q4 		$281K Sell
5,170
-2,812
-35% -$154K 0.03% 385
2017
Q3 		$436K Buy
7,982
+4,448
+126% +$243K 0.05% 263
2017
Q2 		$192K Buy
3,534
+286
+9% +$15.6K 0.02% 462
2017
Q1 		$176K Buy
3,248
+4
+0.1% +$216 0.03% 433
2016
Q4 		$176K Buy
3,244
+2,727
+527% +$149K 0.03% 410
2016
Q3 		$29K Buy
517
+42
+9% +$2.35K ﹤0.01% 945
2016
Q2 		$26K Hold
475
– – ﹤0.01% 909
2016
Q1 		$26K Hold
475
– – ﹤0.01% 871
2015
Q4 		$25K Buy
+475
New +$25.2K ﹤0.01% 902

Other funds holding BNDX

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BNDX Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Vanguard Total International Bond ETF (BNDX) stake by 75% in Q3 2020, buying an estimated $605K and bringing the position to 24,382 shares worth $1.42M. The position accounts for 0.05% of the portfolio, ranked #157.

Wealthspire Advisors (Maryland) first reported a position in BNDX in Q4 2015 and has held it in 20 quarters since. 590 funds tracked by Wall St. Rank hold BNDX as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 24,382 shares of Vanguard Total International Bond ETF worth $1.42M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 10,424 Vanguard Total International Bond ETF shares in Q3 2020, an estimated $605K.
  • Vanguard Total International Bond ETF made up 0.05% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #157 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard Total International Bond ETF in Q4 2015 and has held it in 20 quarters since.
  • 590 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.