Among active 13F managers last quarter, 1 opened and 2 added, while none reduced or exited; the largest holder to move was Financial Gravity Companies, Inc. (+9.9%).
5 tracked 13F filers disclose a position in VWNFX as of the latest SEC 13F filings, a combined $851K 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 | Financial Gravity Companies, Inc. | 10K | $520K | ▲+9.9% Added · +940 sh | Q2 2026 | |
| 2 | Coston, McIsaac & Partners | 3K | $155K | ▲+0.7% Added · +23 sh | Q2 2026 | |
| 3 | Oakworth Capital, Inc. | 2K | $92K | —Held | Q1 2026 | |
| 4 | Vermillion Wealth Management, Inc. | 1K | $56K | ▲Added Added · +1K sh | Q2 2026 | |
| 5 | McIlrath & Eck, LLC | 578 | $27K | ▲New +578 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, 1 fund opened a new position in VWNFX and 2 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 |
|---|---|---|
| Ishares Russell 1000 Value EIWD | 4 funds | $185.0M |
| Vanguard Total Bond MarketBND | 4 funds | $166.1M |
| Ishares Russell 1000 GrowthIWF | 4 funds | $155.1M |
| Vanguard Ftse Developed ETFVEA | 4 funds | $150.2M |
| Ishares Russell Mid-Cap ETFIWR | 4 funds | $118.3M |
| Vanguard S/T Corp Bond ETFVCSH | 4 funds | $103.4M |
| Apple IncAAPL | 4 funds | $76.9M |
| Vanguard Growth ETFVUG | 4 funds | $74.4M |
| Microsoft CorpMSFT | 4 funds | $73.9M |
| Walmart IncWMT | 4 funds | $66.0M |
| Alphabet Inc-CL CGOOG | 4 funds | $61.8M |
| JPMorgan Chase & CoJPM | 4 funds | $61.6M |
Ranked by how many of VWNFX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VWNFX.
| Class | 13F holders | Value held |
|---|---|---|
| VWNFXthis pageOPEN END TAXABLE NO LOAD FUND | 5 funds | $851K |
| VWNEXMutual Fund | 4 funds | $4.1M |
| VWNAXMutual Funds | 1 funds | $3.2M |
| VWNDXMutual Fund | 1 funds | $228K |
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 VWNFX
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/VWNFX/capital-change-brief"
Use Arkolith's capital_change_brief for VWNFX. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for VWNFX. Filings are public domain, sourced to SEC EDGAR.