Vanguard Windsor II-InvVWNFX

13F holders, Q4 2024 (December 31)
2holders
1new positions
1sold out
$44.22avg. 13F price*

At the end of Q4 2024, 2 institutions reported holding Vanguard Windsor II-Inv (VWNFX) in their 13F filings, unchanged from Q3 2024. 1 opened new positions and 1 sold out. The largest holders were Financial Gravity Companies, Inc. ($421K) and Coston, McIsaac & Partners ($122K).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions1$421K
Exits1$55K

All 13F filers, Q3 2024 → Q4 2024: 9,757 shares bought and 1,120 shares sold, net +8,637 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Financial Gravity Companies, Inc. 0.10% New 9,513 $421K
Coston, McIsaac & Partners 0.04% Add +9.7% 2,773 $122K

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