VANGUARD WELLESLEY INCOME INV VWINX
EQUITY FUNDS · Open-End Fund · CUSIP 921938106
7
institutional holders
+1 vs Q1 2023
143.6k
shares reported held*
$3.5mreported value*
1 new
2 added
1 reduced
0 sold out
net bought ≈ $149.8k (+6.1k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $24.55.
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 5 |
| Q4 2022 | 6 |
| Q1 2023 | 6 |
| Q2 2023 | 7 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 3 | 1 |
| Q1 2023 | 3 | 1 |
| Q2 2023 | 3 | 1 |
Biggest buyers
| WOODSTOCK CORP | New | +8.8k |
| RE Dickinson Investment Advisors, LLC | Added | +23 |
| Coston, McIsaac & Partners | Added | +12 |
Biggest sellers
| Fairfield Financial Advisors, LTD | Reduced | -2.8k |
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| Fairfield Financial Advisors, LTD 1.12% of their portfolio | 114.2k $2.8m | Reduced -2.8k |
| WOODSTOCK CORP 0.03% of their portfolio | 8.8k $217.3k | New |
| Fulton Bank, N.A. 0.01% of their portfolio | 8.6k $212.4k | Unchanged |
| Strategic Investment Solutions, Inc. /IL 0.03% of their portfolio | 5.2k $125.9k | Unchanged |
| Coston, McIsaac & Partners 0.03% of their portfolio | 3.2k $79.0k | Added +12 |
| RE Dickinson Investment Advisors, LLC 0.02% of their portfolio | 2.8k $68.0k | Added +23 |
| MOTCO 0.00% of their portfolio | 756 $18.6k | Unchanged |