Vanguard Windsor II-InvVWNFX
13F holders, Q1 2025 (March 31)3holders +1
1new positions
0sold out
$43.91avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Vanguard Windsor II-Inv (VWNFX) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Financial Gravity Asset Management, Inc. ($418K), Coston, McIsaac & Partners ($121K) and Vermillion Wealth Management, Inc. ($44K).
- Company
- Vanguard Windsor II-Inv
- CUSIP
- 922018205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $44K |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 1,006 shares bought, net +1,006 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Financial Gravity Asset Management, Inc. | 0.09% | — | 9,513 | $418K |
| Coston, McIsaac & Partners | 0.04% | No change | 2,773 | $121K |
| Vermillion Wealth Management, Inc. | 0.01% | New | 1,006 | $44K |
"% of holder's portfolio" is VWNFX's weight in each manager's 13F, not the share of Vanguard Windsor II-Inv the manager owns.