Fifth Third Wealth Advisors LLC VWNAX β€” VANGUARD WINDSOR II-ADM

Ownership history in Fifth Third Wealth Advisors LLC  Β·  2 quarters on record

AI Ownership Summary

Fifth Third Wealth Advisors LLC reported VANGUARD WINDSOR II-ADM (VWNAX) in 2 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.09% in 2024 Q4. The latest visible filing shows VWNAX at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this VWNAX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fifth Third Wealth Advisors LLC's position in VANGUARD WINDSOR II-ADM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VWNAX was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Fifth Third Wealth Advisors LLC held VWNAX β€” position size vs. price
% of Fund (quarterly)    VWNAX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 23,041 +2,213 +10.6% 0.07% $1.9M 2026-01-15 $85.80
2024 Q4 INITIATED β€” β€” β€” 20,828 β€” β€” 0.09% $1.6M 2025-01-14 $70.70

FAQ About Fifth Third Wealth Advisors LLC and VWNAX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fifth Third Wealth Advisors LLC reported owning VWNAX?

Fifth Third Wealth Advisors LLC reported VWNAX across 2 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported VWNAX position in Fifth Third Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for VWNAX was 0.09% in 2024 Q4.

What is the latest reported VWNAX position on this page?

The most recent filing on this page is 2025 Q4, when Fifth Third Wealth Advisors LLC reported 23,041 shares, equal to 0.07% of portfolio, with an estimated market value of $1.9M.

What does the chart on this VWNAX ownership page compare?

The chart compares Fifth Third Wealth Advisors LLC's quarterly VWNAX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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