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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

VWNEX

VWNEX 13F Institutional Holders

Vanguard Windsor Fund-adm

+$327.1K

Net Activity

Institutions Holding

6

Popularity Rank

#11195

Avg Weight

0.05%

Total Value

$4.4M

Ownership Trend

6 institutions currently hold VWNEX, with 1 net buyers and 1 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

1

Net Buying Institutions

1

Key Holders

Key Holders

Top 5 by Value

SC
Staley Capital Advisers INC
$2.6M
DT
Diversified Trust Co
$545.9K
CA
Carret Asset Management, LLC
$396.5K
NR
Neville Rodie & Shaw INC
$360.0K
NP
North Point Portfolio Managers Corp/oh
$280.1K

Top 5 by Conviction

SC
Staley Capital Advisers INC
0.11%
NP
North Point Portfolio Managers Corp/oh
0.05%
CA
Carret Asset Management, LLC
0.04%
KF
Kelleher Financial Advisors
0.04%
NR
Neville Rodie & Shaw INC
0.03%
View all 6 holding institutions

Quarterly Activity

Recent Activity

+$396.5K

Total Buy Value

$2.1K

Total Sell Value

New buy1
Trim0
Add0
Sold out1

1

Net Buyers

1

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding VANGUARD WINDSOR FUND-ADM (VWNEX)?
Major stakeholders currently include Staley Capital Advisers INC ($2.6M), Diversified Trust Co ($545.9K), Carret Asset Management, LLC ($396.5K). Based on the latest 13F filings, there are a total of 6 tracked investment funds and institutions maintaining positions in VWNEX.
What is the overall institutional sentiment toward VWNEX recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $327.1K, driven by 1 managers accumulating shares while 1 reduced their exposure.
Which institutions have been selling or reducing their VWNEX positions?
In the latest period, 0 funds trimmed their holdings, and 1 managers completely exited their positions. The aggregate reported sell value was $2.1K.
Are there any notable investors adding VWNEX to their portfolios?
Yes, buying activity remains notable. 1 institutions opened new positions in {ticker}, and 0 existing holders added to their shares. The total reported buy value for the quarter amounted to $396.5K.

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