7 institutions reported holding $4.4M of VANGUARD WINDSOR-ADM (VWNEX) in SEC 13F filings for 2026-03-31. Largest institutional holders: STALEY CAPITAL ADVISERS INC ($2.6M), Diversified Trust Co ($545,879), CARRET ASSET MANAGEMENT, LLC ($396,513), NEVILLE RODIE & SHAW INC ($360,000), NORTH POINT PORTFOLIO MANAGERS CORP/OH ($280,120). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | STALEY CAPITAL ADVISERS INC | $2.6M | 35,759 | Hold |
| 2 | Diversified Trust Co | $545,879 | 7,488 | Hold |
| 3 | CARRET ASSET MANAGEMENT, LLC | $396,513 | 5,440 | New |
| 4 | NEVILLE RODIE & SHAW INC | $360,000 | 4,938 | Hold |
| 5 | NORTH POINT PORTFOLIO MANAGERS CORP/OH | $280,120 | 3,843 | Hold |
| 6 | KELLEHER FINANCIAL ADVISORS | $174,470 | 2,394 | Hold |
| 7 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31