Summit Wealth Group, LLC
Position in BNDX — Vanguard Total International Bond ETF
CIK 1802865
WHITE RIVER JUNCTION, VT
Position in BNDX
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$16,700,882
+$829,744 QoQ
Shares Held
347,573
+5.8% QoQ
Ownership
—
of shares outstanding
% of Portfolio
15.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNDX Over Time
Shares Held
Position Value (USD)
All Filings in BNDX
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,700,882 | 347,573 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $15,871,138 | 328,459 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $15,518,520 | 313,759 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $14,716,352 | 297,240 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $14,301,037 | 292,934 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $14,952,303 | 304,838 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $15,605,705 | 310,376 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $13,774,583 | 283,020 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $13,494,833 | 274,341 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $12,631,758 | 255,859 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $13,460,892 | 281,432 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $13,464,044 | 275,451 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $267 | 13,059,658 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,793,583 | 206,485 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $13,558,708 | 284,071 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $13,504,356 | 272,595 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $13,978,458 | 266,561 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $13,998,780 | 253,785 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $520,614 | 9,140 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,472,002 | 235,937 | Shares | Sole | 2021-11-02 | |
| 2021-03-31 | $24,975,376 | 437,244 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $11,989,283 | 204,770 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,876,302 | 152,540 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $8,649,050 | 149,819 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $8,350,446 | 148,426 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||