WMS Partners
BNDX icon

WMS Partners’s Vanguard Total International Bond ETF BNDX Stock Holding History

WMS Partners’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
2025
Q1 		– Sell
-10,424
Closed -$511K – 42
2024
Q4 		$511K Sell
10,424
-6,834
-40% -$342K 0.03% 181
2024
Q3 		$868K Buy
+17,258
New +$857K 0.05% 124

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Envestnet Asset Management
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Mercer Global Advisors
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Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WMS Partners's BNDX Position: Q1 2025 in Review

WMS Partners sold out of Vanguard Total International Bond ETF (BNDX) in Q1 2025, closing a stake of 10,424 shares — an estimated $511K sold.

WMS Partners first reported a position in BNDX in Q3 2024 and held it in 2 quarters. The position peaked at $868K in Q3 2024. 931 funds tracked by Wall St. Rank hold BNDX as of Q1 2025.

  • WMS Partners reported no remaining Vanguard Total International Bond ETF position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 10,424 Vanguard Total International Bond ETF shares in Q1 2025, an estimated $511K.
  • WMS Partners first reported a position in Vanguard Total International Bond ETF in Q3 2024 and held it in 2 quarters.
  • WMS Partners's Vanguard Total International Bond ETF position peaked at $868K in Q3 2024.
  • 931 funds tracked by Wall St. Rank held Vanguard Total International Bond ETF as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.