Who owns VWNEX stock?

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View all 5 holding institutions

Across its top 5 institutional holders, VWNEX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 11/100, avg. turnover score 29/100).

Notable Holders

VWNEX ranks #11881 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

5 institutions disclose a position in VWNEX, but none treat it as a major bet — even Staley Capital Advisers Inc, its most concentrated holder, allocates just 0.1% of its own portfolio to it.

* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.

Price Chart

VWNEX Quarterly 13F Institutional Trade Shifts

Recent Activity

+$160.4K

Total Buy Value

$396.5K

Total Sell Value

New buy0

Trim0

Add3

Sold out1

Net Buyers

Net Sellers

Top Movers

VWNEX

Q2 2026

Top 5 Institutional Movers

Carret Asset Management

-$396.5K

Sold out

Staley Capital Advisers

+$265.2K

Add

Kelleher Financial Advisors

+$147.7K

Add

Diversified Trust Co

+$50.3K

Add

Neville Rodie & Shaw

+$37.0K

Add

Data by AlphaSMO • Not financial advice.

Smart Money Convergence

VWNEX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Recent VWNEX Insider Buying & Selling Activity (Form 4)

Congress Trading (STOCK Act)

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

CUSIP

922018403

FAQ

Who are the top institutional investors holding VANGUARD WINDSOR FUND-ADM (VWNEX)?

Major stakeholders currently include Staley Capital Advisers Inc ($2.9M), Diversified Trust Co ($596.1K), Neville Rodie & Shaw Inc ($397.0K). Based on the latest 13F filings, there are a total of 5 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 $160.4K, driven by 3 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 $396.5K.

Are there any notable investors adding VWNEX to their portfolios?

Yes, buying activity remains notable. 0 institutions opened new positions in {ticker}, and 3 existing holders added to their shares. The total reported buy value for the quarter amounted to $160.4K.

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Developer Access

Access VWNEX's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/VWNEX

CLI

npx alphasmo stocks get VWNEX

Full API & MCP documentation →