VANGUARD WINDSOR FUNDS - VWNFX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Gravity Asset Management, Inc. | History | No change | 10,453 | 486 | 0.09% | 0.09% | 1 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Coston, McIsaac & Partners | History | No change | 3,097 | 144 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Oakworth Capital, Inc. | History | No change | 1,977 | 91 | 0.0% | 0.01% | 3 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| McIlrath & Eck, LLC | History | New | 578 | 26 | 0.0% | — | 4 | +578 | New | Q1 2026 | May 19, 2026 |
| Motiv8 Investments LLC | History | No change | 375 | 18 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -973 | -100.0% | Q1 2026 | May 11, 2026 |