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Alpha Financial Advisors’s Vanguard Total World Bond ETF BNDW Stock Holding History

Alpha Financial Advisors’s Portfolio BNDW Stock Details BNDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$235K Sell
3,425
-2,290
-40% -$156K 0.06% 87
2026
Q1 		$391K Sell
5,715
-163
-3% -$11.2K 0.12% 40
2025
Q4 		$404K Buy
5,878
+225
+4% +$15.7K 0.12% 41
2025
Q3 		$394K Buy
5,653
+65
+1% +$4.5K 0.14% 35
2025
Q2 		$387K Buy
5,588
+166
+3% +$11.4K 0.15% 34
2025
Q1 		$373K Buy
5,422
+252
+5% +$17.2K 0.17% 28
2024
Q4 		$353K Buy
5,170
+416
+9% +$28.9K 0.16% 32
2024
Q3 		$336K Buy
4,754
+18
+0.4% +$1.25K 0.15% 30
2024
Q2 		$322K Sell
4,736
-162
-3% -$11K 0.16% 32
2024
Q1 		$336K Sell
4,898
-1,097
-18% -$75K 0.16% 31
2023
Q4 		$415K Sell
5,995
-47
-0.8% -$3.16K 0.21% 25
2023
Q3 		$401K Buy
6,042
+428
+8% +$28.9K 0.25% 25
2023
Q2 		$384K Buy
5,614
+161
+3% +$11K 0.24% 25
2023
Q1 		$376K Buy
5,453
+561
+11% +$38.4K 0.26% 24
2022
Q4 		$328K Buy
+4,892
New +$330K 0.28% 29

Other funds holding BNDW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AFA
Amicus Financial Advisors Lubbock, Texas $407M AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AFO
Aurelius Family Office Bedford, New Hampshire $254M AUM 15.09% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TWCA
Two West Capital Advisors Overland Park, Kansas $201M AUM 16.71% 1-Year Est. Return
AC
Applied Capital Little Rock, Arkansas $310M AUM 19.94% 1-Year Est. Return

Alpha Financial Advisors's BNDW Position: Q2 2026 in Review

Alpha Financial Advisors reduced its Vanguard Total World Bond ETF (BNDW) stake by 40% in Q2 2026, selling an estimated $156K and leaving 3,425 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #87.

Alpha Financial Advisors first reported a position in BNDW in Q4 2022 and has held it in 15 quarters since. The position peaked at $415K in Q4 2023. 119 funds tracked by Wall St. Rank hold BNDW as of Q2 2026.

  • Alpha Financial Advisors held 3,425 shares of Vanguard Total World Bond ETF worth $235K as of Q2 2026.
  • Alpha Financial Advisors sold 2,290 Vanguard Total World Bond ETF shares in Q2 2026, an estimated $156K.
  • Vanguard Total World Bond ETF made up 0.06% of Alpha Financial Advisors's portfolio in Q2 2026, its #87 holding.
  • Alpha Financial Advisors first reported a position in Vanguard Total World Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Alpha Financial Advisors's Vanguard Total World Bond ETF position peaked at $415K in Q4 2023.
  • 119 funds tracked by Wall St. Rank held Vanguard Total World Bond ETF as of Q2 2026.

Based on Alpha Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.