6 institutions reported holding $4.5M of VANGUARD WINDSOR FDS (VWNEX) in SEC 13F filings for 2026-06-30. Largest institutional holders: STALEY CAPITAL ADVISERS INC ($2.9M), Diversified Trust Co ($596,130), NEVILLE RODIE & SHAW INC ($397,000), KELLEHER FINANCIAL ADVISORS ($322,169), NORTH POINT PORTFOLIO MANAGERS CORP/OH ($305,906). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | STALEY CAPITAL ADVISERS INC | $2.9M | 36,077 | Added |
| 2 | Diversified Trust Co | $596,130 | 7,488 | Hold |
| 3 | NEVILLE RODIE & SHAW INC | $397,000 | 4,982 | Added |
| 4 | KELLEHER FINANCIAL ADVISORS | $322,169 | 4,047 | Added |
| 5 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | $305,906 | 3,843 | Hold |
| 6 | CARRET ASSET MANAGEMENT, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30