VWNFX
Vanguard Windsor II Fund Investor Shares
1W: -1.5%
1M: -4.1%
3M: +1.1%
YTD: +8.7%
1Y: +2.9%
3Y: +49.4%
5Y: +47.5%
$51.57
+0.14 (+0.27%)
Weekly Expected Move ±1.4%
$50
$51
$51
$52
$53
Institutional Ownership — VWNFX
4
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
2
New Positions
2
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (7 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Financial Gravity Asset Management, In | 10,453 | $539K | — | +0.0% | 3Q | SEC ↗ |
| 2 | Financial Gravity Companies, Inc. NEW | 10,453 | $539K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Coston, McIsaac & Partners | 3,120 | $161K | +23 | +0.7% | 16Q | SEC ↗ |
| 4 | OAKWORTH CAPITAL, INC. | 1,992 | $103K | +15 | +0.8% | 4Q | SEC ↗ |
| 5 | Vermillion Wealth Management, Inc. NEW | 1,132 | $58K | — | +0.0% | 1Q | SEC ↗ |
| 6 | McIlrath & Eck, LLC NEW | 578 | $30K | — | +0.0% | 1Q | SEC ↗ |
| 7 | Garton & Associates Financial Advisors | 0 | $0K | -973 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| Financial Gravity Companies, Inc. | 10,453 | $539K |
| Vermillion Wealth Management, Inc. | 1,132 | $58K |
| McIlrath & Eck, LLC | 578 | $30K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Garton & Associates Financial Advis | 973 | $50K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +23 | +0.7% | 3,120 |
| OAKWORTH CAPITAL, INC. | +15 | +0.8% | 1,992 |
Biggest Decreases (0)
None.