# 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 $440.5M 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: $440.5M
- 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.](https://search.stillhousedata.com/firm/281978) | ROSEMOUNT, MN | $56K | 1,132 |
| [McIlrath & Eck, LLC](https://search.stillhousedata.com/firm/145252) | ARLINGTON, WA | $27K | 578 |
| [Coston, McIsaac & Partners](https://search.stillhousedata.com/firm/194515) | BAR HARBOR, ME | $144 | 3,097 |
| [Motiv8 Investments LLC](https://search.stillhousedata.com/firm/285560) | Port St. Lucie, FL | $18 | 375 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [VANGUARD DIVERSIFIED EQUITY FUND](https://search.stillhousedata.com/fund/S000011877) | VANGUARD TRUSTEES' EQUITY FUND | $440.5M | 1503.78% |

## More

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.