VANGUARD WELLESLEY INCOME ADMIRAL VWIAX
EQUITY FUNDS · Open-End Fund · CUSIP 921938205
4
institutional holders
-1 vs Q4 2023
9.2k
shares reported held*
$560.4kreported value*
1 new
1 added
0 reduced
1 sold out
net bought ≈ $503.9k (+8.3k 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 ≈ $60.97.
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 2 |
| Q4 2022 | 3 |
| Q1 2023 | 5 |
| Q2 2023 | 5 |
| Q3 2023 | 4 |
| Q4 2023 | 5 |
| Q1 2024 | 4 |
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 | 1 | 0 |
| Q1 2023 | 2 | 0 |
| Q2 2023 | 0 | 1 |
| Q3 2023 | 2 | 2 |
| Q4 2023 | 2 | 2 |
| Q1 2024 | 2 | 1 |
Biggest buyers
| RICHARDSON FINANCIAL SERVICES INC. | New | +6.1k |
| Financial Gravity Asset Management, Inc. | Added | +2.6k |
Biggest sellers
| Livelsberger Financial Advisory | Sold out | -454 |
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| RICHARDSON FINANCIAL SERVICES INC. 0.26% of their portfolio | 6.1k $372.3k | New |
| Financial Gravity Asset Management, Inc. 0.02% of their portfolio | 3.0k $184.8k | Added +2.6k |
| Westside Investment Management, Inc. 0.00% of their portfolio | 37 $2.3k | Unchanged |
| Coston, McIsaac & Partners 0.00% of their portfolio | 26 $1.0k | Unchanged |