Among active 13F managers last quarter, 2 opened and 1 added, while none reduced or exited; the largest holder to move was McIlrath & Eck, LLC (new position).
6 tracked 13F filers disclose a position in VWENX as of the latest SEC 13F filings, a combined $3.0M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | North Star Asset Management Inc | 17K | $1.3M | —Held | Q1 2026 | |
| 2 | Williams Jones Wealth Management, LLC. | 8K | $660K | ▼−7.3% Reduced · −638 sh | Q2 2026 | |
| 3 | Arvest Bank Trust Division | 4K | $361K | —Held | Q2 2026 | |
| 4 | McIlrath & Eck, LLC | 4K | $306K | ▲New +4K sh | Q1 2026 | |
| 5 | New Hampshire Trust | 4K | $292K | ▲New +4K sh | Q2 2026 | |
| 6 | Oakworth Capital, Inc. | 912 | $68K | ▲+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 none reduced or exited. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 4 funds | $175.9M |
| Vanguard Ftse Developed ETFVEA | 4 funds | $164.1M |
| Microsoft CorpMSFT | 4 funds | $145.6M |
| Alphabet Inc-CL CGOOG | 4 funds | $129.8M |
| JPMorgan Chase & CoJPM | 4 funds | $98.1M |
| Vanguard Growth ETFVUG | 4 funds | $79.8M |
| Nvidia CorpNVDA | 4 funds | $72.8M |
| Amazon.com IncAMZN | 4 funds | $72.4M |
| Vanguard Mid-Cap ETFVO | 4 funds | $69.2M |
| Ishares Core S&P Small-Cap EIJR | 4 funds | $61.2M |
| Walmart IncWMT | 4 funds | $57.9M |
| Visa Inc-Class A SharesV | 4 funds | $51.4M |
Ranked by how many of VWENX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VWENX.
| Class | 13F holders | Value held |
|---|---|---|
| VTESmc | 276 funds | $847.9M |
| VFMOmc | 179 funds | $777.3M |
| VFMFUS MULTIFACTOR | 100 funds | $257.1M |
| VFQYmc | 91 funds | $168.0M |
| VFVAmc | 89 funds | $354.7M |
| VFMVmc | 82 funds | $192.5M |
| VWENXthis pageOPEN END TAXABLE NO LOAD FUND | 6 funds | $3.0M |
| VWELXOPEN END TAXABLE NO LOAD FUND | 4 funds | $1.3M |
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.