VWNEX
Vanguard Windsor Admiral
1W: -1.5%
1M: -4.1%
3M: +0.7%
YTD: +8.8%
1Y: +8.1%
3Y: +42.2%
5Y: +51.9%
$81.80
+0.41 (+0.50%)
Weekly Expected Move ±1.3%
$79
$80
$81
$82
$83
Institutional Ownership — VWNEX
7
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
4M
Total Invested
0
New Positions
3
Increased
2
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (7 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | STALEY CAPITAL ADVISERS INC | 36,077 | 3M | +318 | +0.9% | 9Q | SEC ↗ |
| 2 | DIVERSIFIED TRUST CO | 7,488 | 613K | — | +0.0% | 4Q | SEC ↗ |
| 3 | NEVILLE RODIE & SHAW INC | 4,982 | 408K | +44 | +0.9% | 3Q | SEC ↗ |
| 4 | KELLEHER FINANCIAL ADVISORS | 4,047 | 331K | +1,653 | +69.0% | 4Q | SEC ↗ |
| 5 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | 3,843 | 314K | — | +0.0% | 8Q | SEC ↗ |
| 6 | CARRET ASSET MANAGEMENT, LLC | 0 | 0K | -5,440 | -100.0% | 1Q | SEC ↗ |
| 7 | Kohmann Bosshard Financial Services, L | 0 | 0K | -29 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CARRET ASSET MANAGEMENT, LLC | 5,440 | 445K |
| Kohmann Bosshard Financial Services | 29 | 2K |
Biggest Increases (3)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| KELLEHER FINANCIAL ADVISORS | +1,653 | +69.0% | 4,047 |
| STALEY CAPITAL ADVISERS INC | +318 | +0.9% | 36,077 |
| NEVILLE RODIE & SHAW INC | +44 | +0.9% | 4,982 |
Biggest Decreases (0)
None.