Wiser Wealth Management, Inc BNDX holdings history
VANGUARD TOTAL INTL BOND ETF · CUSIP 92203J407 · CIK 1573263
As of 2026-06-30, Wiser Wealth Management, Inc reported 496.53K BNDX (shares), valued at $24.05M, or 4.60% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares decreased 1.74%; reported value decreased 0.97%, and weight changed -0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.60% | 496,529 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 5.24% | 505,344 | SEC filing ↗Filed Apr 13, 2026 |
| Q4 2025 | 5.06% | 470,587 | SEC filing ↗Filed Jan 12, 2026 |
| Q3 2025 | 5.12% | 452,587 | SEC filing ↗Filed Oct 7, 2025 |
| Q2 2025 | 4.94% | 398,643 | SEC filing ↗Filed Jul 18, 2025 |
| Q1 2025 | 5.14% | 375,519 | SEC filing ↗Filed Apr 14, 2025 |
| Q4 2024 | 5.26% | 382,185 | SEC filing ↗Filed Jan 14, 2025 |
| Q3 2024 | 5.04% | 349,812 | SEC filing ↗Filed Oct 3, 2024 |
| Q2 2024 | 5.27% | 349,744 | SEC filing ↗Filed Jul 22, 2024 |
| Q1 2024 | 5.59% | 346,560 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 6.06% | 338,987 | SEC filing ↗Filed Jan 5, 2024 |
| Q3 2023 | 6.17% | 317,359 | SEC filing ↗Filed Oct 19, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 6.17% | 317,359 | $15.18M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 19, 2023 |
| Q4 2023 | 6.06% | 338,987 | $16.62M | Shares increased 6.81%; reported value increased 9.49%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 5, 2024 |
| Q1 2024 | 5.59% | 346,560 | $17.05M | Shares increased 2.23%; reported value increased 2.57%, and weight changed -0.47 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 5.27% | 349,744 | $17.02M | Shares increased 0.92%; reported value decreased 0.15%, and weight changed -0.32 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2024 |
| Q3 2024 | 5.04% | 349,812 | $17.59M | Shares increased 0.02%; reported value increased 3.33%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 3, 2024 |
| Q4 2024 | 5.26% | 382,185 | $18.75M | Shares increased 9.25%; reported value increased 6.58%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 14, 2025 |
| Q1 2025 | 5.14% | 375,519 | $18.33M | Shares decreased 1.74%; reported value decreased 2.20%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2025 |
| Q2 2025 | 4.94% | 398,643 | $19.74M | Shares increased 6.16%; reported value increased 7.66%, and weight changed -0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2025 |
| Q3 2025 | 5.12% | 452,587 | $22.38M | Shares increased 13.53%; reported value increased 13.42%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 7, 2025 |
| Q4 2025 | 5.06% | 470,587 | $22.74M | Shares increased 3.98%; reported value increased 1.58%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2026 |
| Q1 2026 | 5.24% | 505,344 | $24.28M | Shares increased 7.39%; reported value increased 6.79%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 13, 2026 |
| Q2 2026 | 4.60% | 496,529 | $24.05M | Shares decreased 1.74%; reported value decreased 0.97%, and weight changed -0.64 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2026 |
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