VANGUARD WINDSOR II INV EQUITY FUNDS
VANGUARD WINDSOR II INV EQUITY FUNDS is a security (CUSIP 922018205) tracked across SEC portfolio filings. 7 institutional managers reported $1.2M on Form 13F as of 2026-06-30; 1 registered fund positions totaling $3.4B via N-PORT as of 2026-04-30.
Summary
- Issuer: VANGUARD WINDSOR II INV
- Class: EQUITY FUNDS
- CUSIP: 922018205
- Asset category: EC
- 13F holders: 7
- 13F value: $1.2M
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $3.4B
- N-PORT report: 2026-04-30
Top institutional holders (Form 13F)
| Manager | Location | Value | Shares |
|---|
| Financial Gravity Companies, Inc. | Lakeway, TX | $520K | 10,453 |
| Financial Gravity Asset Management, Inc. | Lakeway, TX | $486K | 10,453 |
| OAKWORTH CAPITAL, INC. | BIRMINGHAM, AL | $100K | 1,992 |
| Vermillion Wealth Management, Inc. | ROSEMOUNT, MN | $56K | 1,132 |
| McIlrath & Eck, LLC | ARLINGTON, WA | $27K | 578 |
| Coston, McIsaac & Partners | BAR HARBOR, ME | $144 | 3,097 |
| Motiv8 Investments LLC | Port St. Lucie, FL | $18 | 375 |
Top fund holders (N-PORT)
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