Williams Jones Wealth Management’s Vanguard Total International Bond ETF BNDX Stock Holding History

Williams Jones Wealth Management’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	-4,554	Closed	-$229K	–	504
2024 Q3	$229K	Hold	4,554	–	–	﹤0.01%	472
2024 Q2	$222K	Sell	4,554 -4,834	-51%	-$235K	﹤0.01%	467
2024 Q1	$462K	Sell	9,388 -6,096	-39%	-$298K	0.01%	368
2023 Q4	$764K	Buy	+15,484	New	+$754K	0.01%	282

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 $1.6B AUM 20.7% 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

Williams Jones Wealth Management's BNDX Position: Q4 2024 in Review

Williams Jones Wealth Management sold out of Vanguard Total International Bond ETF (BNDX) in Q4 2024, closing a stake of 4,554 shares — an estimated $229K sold.

Williams Jones Wealth Management first reported a position in BNDX in Q4 2023 and held it in 4 quarters. The position peaked at $764K in Q4 2023. 931 funds tracked by Wall St. Rank hold BNDX as of Q4 2024.

Williams Jones Wealth Management reported no remaining Vanguard Total International Bond ETF position as of Q4 2024 after selling out during the quarter.
Williams Jones Wealth Management sold 4,554 Vanguard Total International Bond ETF shares in Q4 2024, an estimated $229K.
Williams Jones Wealth Management first reported a position in Vanguard Total International Bond ETF in Q4 2023 and held it in 4 quarters.
Williams Jones Wealth Management's Vanguard Total International Bond ETF position peaked at $764K in Q4 2023.
931 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q4 2024.

Based on Williams Jones Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.