Wellington Wealth Strategies’s Vanguard Total International Bond ETF BNDX Stock Holding History

Wellington Wealth Strategies’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
2024 Q4	–	Sell	-4,031	Closed	-$201K	–	73
2024 Q3	$201K	Buy	+4,031	New	+$200K	0.15%	71
2024 Q2	–	Sell	-8,463	Closed	-$416K	–	67
2024 Q1	$416K	Sell	8,463 -7,066	-46%	-$345K	0.19%	97
2023 Q4	$767K	Buy	+15,529	New	+$756K	0.65%	37
2020 Q4	$767K	Buy	+15,529	New	+$907K	0.65%	37

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

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Wellington Wealth Strategies's BNDX Position: Q4 2024 in Review

Wellington Wealth Strategies sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2024, closing a stake of 4,031 shares — an estimated $201K sold.

Wellington Wealth Strategies first reported a position in BNDX in Q4 2020 and held it in 4 quarters. The position peaked at $767K in Q4 2023. 932 funds tracked by Wall St. Rank hold BNDX as of Q4 2024.

Wellington Wealth Strategies reported no remaining Vanguard Total International Bond ETF position as of Q4 2024 after selling out during the quarter.
Wellington Wealth Strategies sold 4,031 Vanguard Total International Bond ETF shares in Q4 2024, an estimated $201K.
Wellington Wealth Strategies first reported a position in Vanguard Total International Bond ETF in Q4 2020 and held it in 4 quarters.
Wellington Wealth Strategies's Vanguard Total International Bond ETF position peaked at $767K in Q4 2023.
932 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.