MONEYWISE, INC. BNDW holdings history
VANGUARD TOTAL WORLD BOND ET · CUSIP 92206C565 · CIK 1703080
As of 2026-06-30, MONEYWISE, INC. reported 3.59K BNDW (shares), valued at $245.75K, or 0.09% of its reported non-derivative portfolio. Filed 2026-07-21.
Verify history & sources →Shares decreased 1.62%; reported value decreased 1.37%, and weight changed -0.02 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 | 0.09% | 3,586 | SEC filing ↗Filed Jul 21, 2026 |
| Q1 2026 | 0.11% | 3,645 | SEC filing ↗Filed Apr 27, 2026 |
| Q4 2025 | 0.11% | 3,838 | SEC filing ↗Filed Feb 5, 2026 |
| Q3 2025 | 0.12% | 3,804 | SEC filing ↗Filed Oct 24, 2025 |
| Q2 2025 | 0.28% | 8,642 | SEC filing ↗Filed Jul 16, 2025 |
| Q1 2025 | 0.49% | 13,586 | SEC filing ↗Filed Apr 23, 2025 |
| Q4 2024 | 0.60% | 17,555 | SEC filing ↗Filed Jan 27, 2025 |
| Q3 2024 | 0.90% | 25,880 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 1.97% | 54,711 | SEC filing ↗Filed Jul 18, 2024 |
| Q1 2024 | 2.88% | 77,232 | SEC filing ↗Filed Apr 22, 2024 |
| Q4 2023 | 5.04% | 126,864 | SEC filing ↗Filed Jan 29, 2024 |
| Q3 2023 | 5.52% | 132,639 | SEC filing ↗Filed Oct 23, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 5.52% | 132,639 | $8.80M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 23, 2023 |
| Q4 2023 | 5.04% | 126,864 | $8.78M | Shares decreased 4.35%; reported value decreased 0.22%, and weight changed -0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2024 |
| Q1 2024 | 2.88% | 77,232 | $5.30M | Shares decreased 39.12%; reported value decreased 39.65%, and weight changed -2.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2024 |
| Q2 2024 | 1.97% | 54,711 | $3.72M | Shares decreased 29.16%; reported value decreased 29.79%, and weight changed -0.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 18, 2024 |
| Q3 2024 | 0.90% | 25,880 | $1.83M | Shares decreased 52.70%; reported value decreased 50.88%, and weight changed -1.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 0.60% | 17,555 | $1.20M | Shares decreased 32.17%; reported value decreased 34.49%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2025 |
| Q1 2025 | 0.49% | 13,586 | $934.87K | Shares decreased 22.61%; reported value decreased 21.90%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2025 |
| Q2 2025 | 0.28% | 8,642 | $599.18K | Shares decreased 36.39%; reported value decreased 35.91%, and weight changed -0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2025 |
| Q3 2025 | 0.12% | 3,804 | $265.02K | Shares decreased 55.98%; reported value decreased 55.77%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 24, 2025 |
| Q4 2025 | 0.11% | 3,838 | $263.80K | Shares increased 0.89%; reported value decreased 0.46%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2026 |
| Q1 2026 | 0.11% | 3,645 | $249.16K | Shares decreased 5.03%; reported value decreased 5.55%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 27, 2026 |
| Q2 2026 | 0.09% | 3,586 | $245.75K | Shares decreased 1.62%; reported value decreased 1.37%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 21, 2026 |
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