6 tracked 13F filers disclose a position in VWENX as of the latest SEC 13F filings, a combined $2.9M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | NORTH STAR ASSET MANAGEMENT INC | $1.3M | 17K | —Held | Q1 2026 | |
| 2 | Williams Jones Wealth Management, LLC. | $660K | 8K | ▼−7.3% Reduced · −638 sh | Q2 2026 | |
| 3 | Arvest Bank Trust Division | $329K | 4K | —Held | Q1 2026 | |
| 4 | McIlrath & Eck, LLC | $306K | 4K | ▲New +4K sh | Q1 2026 | |
| 5 | New Hampshire Trust | $292K | 4K | ▲New +4K sh | Q2 2026 | |
| 6 | Oakworth Capital, Inc. | $68K | 912 | ▲+0.6% Added · +5 sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in VWENX and 1 added to an existing one, while 0 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| VISA INC-CLASS A SHARESV | 6 funds | $3.8B |
| AMAZON.COM INCAMZN | 6 funds | $3.5B |
| APPLE INCAAPL | 6 funds | $3.4B |
| MICROSOFT CORPMSFT | 6 funds | $3.3B |
| ALPHABET INC-CL AGOOGL | 6 funds | $2.0B |
| PFIZER INCPFE | 6 funds | $2.0B |
| JOHNSON & JOHNSONJNJ | 6 funds | $1.8B |
| CISCO SYSTEMS INCCSCO | 6 funds | $1.7B |
| COSTCO WHOLESALE CORPCOST | 6 funds | $1.2B |
| HOME DEPOT INCHD | 6 funds | $1.1B |
| JPMORGAN CHASE & COJPM | 6 funds | $871.8M |
| MERCK & CO. INC.MRK | 6 funds | $750.4M |
Ranked by how many of VWENX's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| VTESmc | 237 funds | $742.2M |
| VFMOmc | 142 funds | $656.8M |
| VFVAmc | 83 funds | $337.9M |
| VFMFUS MULTIFACTOR | 79 funds | $229.0M |
| VFQYmc | 79 funds | $129.9M |
| VFMVmc | 76 funds | $180.4M |
| VWENXthis pageOPEN END TAXABLE NO LOAD FUND | 6 funds | $2.9M |
| 921935102OPEN END TAXABLE NO LOAD FUND | 3 funds | $1.1M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for VWENX
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/VWENX/capital-change-brief"
Use Arkolith's capital_change_brief for VWENX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for VWENX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.