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Williams & Novak’s Vanguard Total International Bond ETF BNDX Stock Holding History

Williams & Novak’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
Q2 		– Sell
-10,303
Closed -$509K – 131
2024
Q1 		$509K Hold
10,303
– – 0.58% 46
2023
Q4 		$509K Buy
+10,303
New +$502K 0.58% 46

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Williams & Novak's BNDX Position: Q2 2024 in Review

Williams & Novak sold out of Vanguard Total International Bond ETF (BNDX) in Q2 2024, closing a stake of 10,303 shares — an estimated $509K sold.

Williams & Novak first reported a position in BNDX in Q4 2023 and held it in 2 quarters. The position peaked at $509K in Q1 2024. 829 funds tracked by Wall St. Rank hold BNDX as of Q2 2024.

  • Williams & Novak reported no remaining Vanguard Total International Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Williams & Novak sold 10,303 Vanguard Total International Bond ETF shares in Q2 2024, an estimated $509K.
  • Williams & Novak first reported a position in Vanguard Total International Bond ETF in Q4 2023 and held it in 2 quarters.
  • Williams & Novak's Vanguard Total International Bond ETF position peaked at $509K in Q1 2024.
  • 829 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q2 2024.

Based on Williams & Novak's 13F filing for Q2 2024, filed 12 Jul 2024.