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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | History | Added to | 9,636 | 227 | 0.03% | 0.03% | 1 | +4,858 | 101.67% | Q2 2026 | Aug 06, 2026 |
| Dale Q Rice Investment Management Ltd | History | Closed out | 0 | 0 | — | 0.37% | — | -22,748 | -100.0% | Q2 2026 | Aug 07, 2026 |