Alpha Financial Advisors, LLC
Position in BNDW — Vanguard Total World Bond ETF
CIK 1972138
CHARLOTTE, NC
Position in BNDW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$234,715
-$155,905 QoQ
Shares Held
3,425
-40.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#30
of 41 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BNDW Over Time
Shares Held
Position Value (USD)
All Filings in BNDW
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,715 | 3,425 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $390,620 | 5,715 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $404,053 | 5,878 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $393,787 | 5,653 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $387,416 | 5,588 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $373,087 | 5,422 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $352,542 | 5,170 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $335,679 | 4,754 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $322,048 | 4,736 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $336,051 | 4,898 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $414,913 | 5,995 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $400,826 | 6,042 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $384,109 | 5,614 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $376,147 | 5,453 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $328,008 | 4,892 | Shares | Sole | 2023-04-19 | |
| No filing history on record for this holder in this stock. | ||||||