Vanguard Windsor II-InvVWNFX

13F holders, Q2 2026 (June 30)
4holders
1new positions
0sold out
$49.80avg. 13F price*

At the end of Q2 2026, 4 institutions reported holding Vanguard Windsor II-Inv (VWNFX) in their 13F filings, unchanged from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Financial Gravity Companies, Inc. ($520K), Coston, McIsaac & Partners ($155K) and Oakworth Capital, Inc. ($100K).

Company
Vanguard Windsor II-Inv
CUSIP
922018205
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q1 2024: 2Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 3Q1 2025Q2 2025: 2Q2 2025Q3 2025: 4Q3 2025Q4 2025: 5Q4 2025Q1 2026: 4Q1 2026Q2 2026: 4Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$56K
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 1,170 shares bought, net +1,170 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 4 holders

Financial Gravity Companies, Inc. 0.08% — 10,453 $520K
Coston, McIsaac & Partners 0.03% Add +0.7% 3,120 $155K
Oakworth Capital, Inc. 0.00% Add +0.8% 1,992 $100K
Vermillion Wealth Management, Inc. 0.01% New 1,132 $56K

"% of holder's portfolio" is VWNFX's weight in each manager's 13F, not the share of Vanguard Windsor II-Inv the manager owns.