Who owns VWNFX stock?

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View all 4 holding institutions

Across its top 4 institutional holders, VWNFX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 12/100, avg. turnover score 34/100).

Notable Holders

VWNFX ranks #12678 out of 37527 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

4 institutions disclose a position in VWNFX, but none treat it as a major bet — even Financial Gravity Companies, Inc., its most concentrated holder, allocates just 0.1% of its own portfolio to it.

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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.

Price Chart

VWNFX Quarterly 13F Institutional Trade Shifts

Recent Activity

+$58.2K

Total Buy Value

$512.9K

Total Sell Value

New buy1

Trim0

Add2

Sold out2

Net Buyers

Net Sellers

Top Movers

VWNFX

Q2 2026

Top 5 Institutional Movers

Financial Gravity Companies

+$520.4K

New buy

Vermillion Wealth Management

+$56.3K

New buy

Coston, McIsaac & Partners

+$11.0K

Add

Oakworth Capital

+$7.8K

Add

Data by AlphaSMO • Not financial advice.

Smart Money Convergence

VWNFX 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 VWNFX 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

922018205

FAQ

Who are the top institutional investors holding VANGUARD WINDSOR II-INV (VWNFX)?

Major stakeholders currently include Financial Gravity Companies, Inc. ($520.4K), Coston, McIsaac & Partners ($155.0K), Oakworth Capital, Inc. ($99.8K). Based on the latest 13F filings, there are a total of 4 tracked investment funds and institutions maintaining positions in VWNFX.

What is the overall institutional sentiment toward VWNFX recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $58.3K, driven by 3 managers accumulating shares while 2 reduced their exposure.

Which institutions have been selling or reducing their VWNFX positions?

In the latest period, 0 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $512.9K.

Are there any notable investors adding VWNFX to their portfolios?

Yes, buying activity remains notable. 1 institutions opened new positions in {ticker}, and 2 existing holders added to their shares. The total reported buy value for the quarter amounted to $58.2K.

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Developer Access

Access VWNFX's institutional ownership data programmatically:

REST API

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

CLI

npx alphasmo stocks get VWNFX

Full API & MCP documentation →