VANGUARD WINDSOR II FUND

VANGUARD WINDSOR FUNDS · 2 share classes

Actively managed U.S. equity fund
One fund, 2 share classes:VWNFXVWNAX
$64.98B NAV
181 positions · as of 2026-04-30 · filed 2026-06-26

Fund classification

Classified from what the fund holds · as of 2026 Q2

VANGUARD WINDSOR II FUND is an actively managed U.S. equity fund. 7% of VWNFX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 87% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2026 Q1

Vanguard Windsor II Fund (the Fund) seeks to provide long-term capital appreciation and income.

Strategy · summarised

The fund employs multiple independent advisors who actively select large- and mid-cap stocks believed to be undervalued relative to earnings and book value, often favoring those with above-average dividend yields. The fund may invest up to 30% of assets in foreign securities. Because returns depend on each advisor's security selections and their divergence from market consensus, performance will vary with the skill of those selections.

Expenses
0.24% 0.33%across 2 share classes
Share classExpense ratio
VWNFX0.33%
VWNAX0.24%

Portfolio turnover 22.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

100.35%
of net assets
Stocks96.67%
Cash & short-term3.63%
Derivatives0.05%

Look-through blends 1 underlying fund; 0.0% of NAV was not looked through and stays direct-classified.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Financials18.3%
Information Technology14.5%
Health Care11.0%
Industrials9.6%
10 smaller46.6%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
7%of stock holdings in top-quartile growers
covering 87% of the fund’s equity
Earnings growth
19%of stock holdings in top-quartile growers
covering 81% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 13 new13 exited

Largest new: CVX, Roche Holding AG, EW, ROP, SYY, MRSH, SYF, AstraZeneca PLC

Largest exited: Roche Holding AG, EOG, Coterra Energy Inc, DHR, MPC, AstraZeneca PLC, Daimler Truck Holding AG, Anheuser-Busch InBev SA

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+28.51%+62.22%+65.70%10.05%-8.06%
+28.64%+62.63%+66.39%10.04%-8.03%

These classes hold the same portfolio, so the 0.69pp spread over 5 years is the cost difference between them — roughly 0.14pp a year — not a difference in what they own.

Cumulative return· May 2023 – Apr 2026

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
Vanguard Cmt Funds-Vanguard Market Liquidity Fund3.63%$2.36B
Alphabet IncGOOG3.41%$2.22B
Taiwan Semiconductor Manufacturing Co Ltd2.43%$1.58B
Amazon.com IncAMZN2.21%$1.44B
Microsoft CorpMSFT2.08%$1.35B
Elevance Health IncELV1.90%$1.24B
Salesforce IncCRM1.67%$1.08B
American International Group IncAIG1.59%$1.04B
Meta Platforms IncMETA1.50%$971.63M
Corteva IncCTVA1.45%$942.65M
Showing 10 of 181Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 21.88% of net assets, top 25 38.75%, across 178 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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