VWNFXVANGUARD WINDSOR II INV
CUSIP 922018205 · Yahoo Finance ↗ · Google Finance ↗
Vanguard Windsor II Inv (VWNFX) has 4 institutional holders in Filings Flow’s 13F database, together reporting 16.1K shares worth $748,884 as of Q1 2026. The largest reported holders are Financial Gravity Asset Management, Inc., Financial Gravity Companies, Inc., and Coston, Mcisaac & Partners.
Institutional Holders
4
Q1 2026
Reported Value
$748,884
Ticker
VWNFX
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Financial Gravity Companies, Inc.$509M AUM | 0.09% | $442,821 | 9.5K | Q2 2025OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.09% | $486,055 | 10.5K | Q1 2026 |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.03% | $45,729 | 973 | Q4 2025OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.01% | $50,577 | 1.0K | Q3 2025OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $91,940 | 2.0K | Q1 2026 |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $26,889 | 578 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.