AWF — ALLIANCEBERNSTEIN GLBL H

Ownership history in Vanguard Capital Wealth Advisors  ·  26 quarters on record

AI Ownership Summary

Vanguard Capital Wealth Advisors reported ALLIANCEBERNSTEIN GLBL H (AWF) in 26 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.66% in 2025 Q1. The latest visible filing shows AWF at 0.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AWF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vanguard Capital Wealth Advisors's position in ALLIANCEBERNSTEIN GLBL H, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AWF was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.66% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AWF stock page Vanguard Capital Wealth Advisors fund profile Vanguard Capital Wealth Advisors full holdings
How Vanguard Capital Wealth Advisors held AWF — position size vs. price
% of Fund (quarterly)    AWF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 45,000 — 0% 0.38% $481K 2026-02-14 (Est.) $10.51
2025 Q3 UNCHANGED 45,000 — 0% 0.40% $504K 2025-10-30 $10.61
2025 Q2 REDUCED 45,000 -5,000 -10.0% 0.49% $496K 2025-07-11 $10.46
2025 Q1 UNCHANGED 50,000 — 0% 0.66% $536K 2025-04-11 $9.29
2024 Q4 UNCHANGED 50,000 — 0% 0.58% $536K 2025-02-18 $10.05
2024 Q3 UNCHANGED 50,000 — 0% 0.60% $567K 2024-10-25 $9.79
2024 Q2 ADDED 50,000 +13,000 +35.1% 0.35% $524K 2024-08-08 $9.49
2024 Q1 UNCHANGED 37,000 — 0% 0.28% $393K 2024-04-16 $8.61
2023 Q4 UNCHANGED 37,000 — 0% 0.30% $374K 2024-02-05 $8.77
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AWF

As of 2026 Q1 — sorted by position size

Uncommon Cents Investing LLC 3Y 7Y 0.86% SMH CAPITAL ADVISORS INC 3Y 7Y 0.76% Sowa Financial Group, Inc. 3Y 0.53% Buska Wealth Management, LLC 0.08% FOUNDERS FINANCIAL SECURITIES LLC 3Y 7Y 0.06% UHLMANN PRICE SECURITIES, LLC 0.04% Integris Wealth Management, LLC 3Y 0.04% Southland Equity Partners LLC 0.03% SAX WEALTH ADVISORS, LLC 3Y 0.03% Gilman Hill Asset Management, LLC 3Y 7Y 0.02%

FAQ About Vanguard Capital Wealth Advisors and AWF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Vanguard Capital Wealth Advisors reported owning AWF?

Vanguard Capital Wealth Advisors reported AWF across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AWF position in Vanguard Capital Wealth Advisors's portfolio?

The largest reported portfolio weight for AWF was 0.66% in 2025 Q1.

What is the latest reported AWF position on this page?

The most recent filing on this page is 2025 Q4, when Vanguard Capital Wealth Advisors reported 45,000 shares, equal to 0.38% of portfolio, with an estimated market value of $481K.

What does the chart on this AWF ownership page compare?

The chart compares Vanguard Capital Wealth Advisors's quarterly AWF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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