Vault-13

VANGUARD WELLESLEY INCOME INV VWINX

EQUITY FUNDS · Open-End Fund · CUSIP 921938106

3 institutional holders -1 vs Q1 2026
16,83016.8k shares reported held*
$434.4kreported value*
1 new 1 added 0 reduced 1 sold out net sold ≈ $771.5k (-29.9k 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 ≈ $25.81.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0258Q3 22: 5Q4 22: 6Q1 23: 6Q2 23: 7Q3 23: 5Q4 23: 5Q1 24: 2Q2 24: 4Q3 24: 3Q4 24: 4Q1 25: 4Q2 25: 4Q3 25: 6Q4 25: 6Q1 26: 4Q2 26: 33Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20225
Q4 20226
Q1 20236
Q2 20237
Q3 20235
Q4 20235
Q1 20242
Q2 20244
Q3 20243
Q4 20244
Q1 20254
Q2 20254
Q3 20256
Q4 20256
Q1 20264
Q2 20263

Buyers vs sellers

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

Bought or addedCut or sold out
404Q3 24: 1 bought or addedQ3 24: 2 cut or sold outQ4 24: 1 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 2 bought or addedQ1 25: 2 cut or sold outQ2 25: 2 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 3 bought or addedQ3 25: 1 cut or sold outQ4 25: 3 bought or addedQ4 25: 2 cut or sold outQ4 25Q1 26: 3 bought or addedQ1 26: 3 cut or sold outQ2 26: 2 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202412
Q4 202411
Q1 202522
Q2 202522
Q3 202531
Q4 202532
Q1 202633
Q2 202621

Biggest buyers

Vermillion Wealth Management, Inc. New +4,579+4.6k
Coston, McIsaac & Partners Added +19+19

Biggest sellers

Fairfield Financial Advisors, LTD Sold out -34,486-34.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Fulton Bank, N.A. 0.01% of their portfolio Lancaster, PA 8,6478.6k $223.2k $223.2k 0.01% Unchanged
2 Vermillion Wealth Management, Inc. 0.03% of their portfolio ROSEMOUNT, MN 4,5794.6k $118.2k $118.2k 0.03% New
3 Coston, McIsaac & Partners 0.02% of their portfolio BAR HARBOR, ME 3,6043.6k $93.0k $93.0k 0.02% Added +19 +19