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 Companies, Inc. | History | New | 10,453 | 520 | 0.08% | — | 1 | +10,453 | New | Q2 2026 | Aug 05, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 10,453 | 486 | 0.09% | 0.09% | 2 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Coston, McIsaac & Partners | History | Added to | 3,120 | 155 | 0.03% | 0.03% | 3 | +23 | 0.74% | Q2 2026 | Aug 12, 2026 |
| Oakworth Capital, Inc. | History | Added to | 1,992 | 99 | 0.0% | 0.0% | 4 | +15 | 0.76% | Q2 2026 | Jul 22, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 1,132 | 56 | 0.01% | — | 5 | +1,132 | New | Q2 2026 | Jul 15, 2026 |
| McIlrath & Eck, LLC | History | No change | 578 | 26 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q1 2026 | May 19, 2026 |