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 | Added to | 10,453 | 491 | 0.09% | 0.09% | 1 | +940 | 9.88% | Q4 2025 | Feb 13, 2026 |
| Coston, McIsaac & Partners | History | Added to | 3,097 | 145 | 0.03% | 0.03% | 2 | +299 | 10.69% | Q4 2025 | Feb 03, 2026 |
| Oakworth Capital, Inc. | History | Added to | 1,977 | 92 | 0.01% | 0.01% | 3 | +191 | 10.69% | Q4 2025 | Jan 30, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 973 | 45 | 0.03% | — | 4 | +973 | New | Q4 2025 | Feb 18, 2026 |
| Motiv8 Investments LLC | History | New | 375 | 18 | 0.01% | — | 5 | +375 | New | Q4 2025 | Feb 13, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,015 | -100.0% | Q3 2025 | Oct 23, 2025 |