4 institutions reported holding $831,568 of VANGUARD WINDSOR II INV (VWNFX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Financial Gravity Companies, Inc. ($520,445), Coston, McIsaac & Partners ($155,000), OAKWORTH CAPITAL, INC. ($99,785), Vermillion Wealth Management, Inc. ($56,338). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Financial Gravity Companies, Inc. | $520,445 | 10,453 | Added |
| 2 | Coston, McIsaac & Partners | $155,000 | 3,120 | Added |
| 3 | OAKWORTH CAPITAL, INC. | $99,785 | 1,992 | Added |
| 4 | Vermillion Wealth Management, Inc. | $56,338 | 1,132 | New |
Source: SEC Form 13F filings · as of 2026-06-30