5 institutions reported holding $748,884 of VANGUARD WINDSOR II FUND INVESTOR CLASS (VWNFX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Financial Gravity Asset Management, Inc. ($486,055), Coston, McIsaac & Partners ($144,000), OAKWORTH CAPITAL, INC. ($91,940), McIlrath & Eck, LLC ($26,889), Garton & Associates Financial Advisors LLC ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Financial Gravity Asset Management, Inc. | $486,055 | 10,453 | Hold |
| 2 | Coston, McIsaac & Partners | $144,000 | 3,097 | Hold |
| 3 | OAKWORTH CAPITAL, INC. | $91,940 | 1,977 | Hold |
| 4 | McIlrath & Eck, LLC | $26,889 | 578 | New |
| 5 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31