VANGUARD WINDSOR FUNDS - VWNDX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dale Q Rice Investment Management Ltd | History | Added to | 22,748 | 500 | 0.36% | 0.34% | 1 | +1,440 | 6.76% | Q4 2025 | Jan 30, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 6,086 | 133 | 0.03% | 0.03% | 2 | +385 | 6.75% | Q4 2025 | Jan 20, 2026 |