— Know what they know.
Not Investment Advice

VWNDX

Vanguard Windsor Fund Investor Shares
1W: -1.6% 1M: -6.8% 3M: -4.5% YTD: -4.6% 1Y: +3.0% 3Y: +30.1% 5Y: +45.0%
$21.72
+0.05 (+0.23%)
 
Weekly Expected Move ±1.7%
$20 $21 $21 $22 $22
ETF NASDAQ · AUM $24.3B

Institutional Ownership — VWNDX

2
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
0
New Positions
2
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (2 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Dale Q Rice Investment Management Ltd 22,748 $494K +1,440 +6.8% 5Q SEC ↗
2 KELLEHER FINANCIAL ADVISORS 6,086 $132K +385 +6.8% 2Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (0)

No sold-out positions this quarter.

Biggest Increases (2)
HolderAddedChange %Total Shares
Dale Q Rice Investment Management L +1,440 +6.8% 22,748
KELLEHER FINANCIAL ADVISORS +385 +6.8% 6,086
Biggest Decreases (0)

None.

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms