13F

Stock

Vanguard Windsor Ii Inv

Ticker not mapped · held by 4 managers

Reported value

$605K

Holders

4

+1 new · −1 exited

Holders’ est. mark

−$6.46K

Price effect on 3 books still in the name

Largest holder

$486.1K

Financial Gravity Asset Management, Inc.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Financial Gravity Asset Management, Inc.10.5K$486.1K−$5.44KCut−$5.43K
OAKWORTH CAPITAL, INC.1.98K$91.9K−$1.03KCut−$1.03K
McIlrath & Eck, LLC578$26.9KNew
Coston, McIsaac & Partners3.1K$144−$1Cut−$1

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.