DOSSIER · 13F Holders · Q2 2026
VWNFX

VANGUARD WINDSOR II INV

7 institutions still hold VANGUARD WINDSOR II INV as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922018205·7 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1M
visible holders
Holders
7
filers reporting
Concentration
38.48%
Financial Gravity Companies, Inc. #1
top holder share
AI Holders Summary · Q2 2026

7 institutions reported VWNFX in Q2 2026. Financial Gravity Companies, Inc. leads at 38.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Financial Gravity Companies, Inc.
CIK 0001377167
$520K10K0.08%Q2 2026
02
Financial Gravity Asset Management, Inc.
CIK 0001741736
$486K10K0.09%Q1 2026
03
Coston, McIsaac & Partners
CIK 0001945037
$145K3K0.03%Q4 2025
04
Oakworth Capital, Inc.
CIK 0001588871
$100K2K0.00%Q2 2026
05
Vermillion Wealth Management, Inc.
CIK 0001737012
$56K1K0.01%Q2 2026
06
McIlrath & Eck, LLC
CIK 0001701714
$27K5780.00%Q1 2026
07
Motiv8 Investments LLC
CIK 0002024873
$18K3750.01%Q4 2025