Vanguard Windsor II-InvVWNFX
13F holders, Q4 2025 (December 31)5holders +1
1new positions
1sold out
$47.00avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding Vanguard Windsor II-Inv (VWNFX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Financial Gravity Asset Management, Inc. ($491K), Coston, McIsaac & Partners ($145K) and Oakworth Capital, Inc. ($93K).
- Company
- Vanguard Windsor II-Inv
- CUSIP
- 922018205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $18K |
| Exits | 1 | $51K |
All 13F filers, Q3 2025 → Q4 2025: 1,805 shares bought and 1,015 shares sold, net +790 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Financial Gravity Asset Management, Inc. | 0.09% | Add +9.9% | 10,453 | $491K |
| Coston, McIsaac & Partners | 0.03% | Add +10.7% | 3,097 | $145K |
| Oakworth Capital, Inc. | 0.01% | Add +10.7% | 1,977 | $93K |
| Garton & Associates Financial Advisors LLC | 0.03% | — | 973 | $46K |
| Motiv8 Investments LLC | 0.01% | New | 375 | $18K |
"% of holder's portfolio" is VWNFX's weight in each manager's 13F, not the share of Vanguard Windsor II-Inv the manager owns.