Vault-13

VANGUARD WELLESLEY INCOME INV VWINX

EQUITY FUNDS · Open-End Fund · CUSIP 921938106

4 institutional holders +2 vs Q1 2024
82,99583.0k shares reported held*
$2.1mreported value*
1 new 1 added 0 reduced 0 sold out net bought ≈ $29.6k (+1.2k 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 ≈ $24.96.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

0258Q3 22: 5Q4 22: 6Q1 23: 6Q2 23: 7Q3 23: 5Q4 23: 5Q1 24: 2Q2 24: 44Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 20225
Q4 20226
Q1 20236
Q2 20237
Q3 20235
Q4 20235
Q1 20242
Q2 20244

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q4 22: 3 bought or addedQ4 22: 1 cut or sold outQ4 22Q1 23: 3 bought or addedQ1 23: 1 cut or sold outQ2 23: 3 bought or addedQ2 23: 1 cut or sold outQ2 23Q3 23: 2 bought or addedQ3 23: 3 cut or sold outQ4 23: 1 bought or addedQ4 23: 3 cut or sold outQ4 23Q1 24: 1 bought or addedQ1 24: 1 cut or sold outQ2 24: 2 bought or addedQ2 24: 0 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 202231
Q1 202331
Q2 202331
Q3 202323
Q4 202313
Q1 202411
Q2 202420

Biggest buyers

RFP Financial Group LLC New +1,172+1.2k
Coston, McIsaac & Partners Added +15+15

Biggest sellers

None

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fairfield Financial Advisors, LTD 0.51% of their portfolio WELLESLEY, MA 69,86469.9k $1.7m $1.7m 0.51% First filing
2 Fulton Bank, N.A. 0.01% of their portfolio Lancaster, PA 8,6478.6k $215.9k $215.9k 0.01% Unchanged
3 Coston, McIsaac & Partners 0.03% of their portfolio BAR HARBOR, ME 3,3123.3k $82.0k $82.0k 0.03% Added +15 +15
4 RFP Financial Group LLC 0.01% of their portfolio ATLANTA, GA 1,1721.2k $29.3k $29.3k 0.01% New