Vault-13

VANGUARD WELLESLEY INCOME ADMIRAL VWIAX

EQUITY FUNDS · Open-End Fund · CUSIP 921938205

4 institutional holders +0 vs Q2 2024
14,50214.5k shares reported held*
$905.5kreported value*
0 new 1 added 0 reduced 0 sold out net bought ≈ $383.5k (+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 ≈ $62.44.

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

0246Q3 22: 2Q4 22: 3Q1 23: 5Q2 23: 5Q3 23: 4Q4 23: 5Q1 24: 4Q2 24: 4Q3 24: 44Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 20222
Q4 20223
Q1 20235
Q2 20235
Q3 20234
Q4 20235
Q1 20244
Q2 20244
Q3 20244

Buyers vs sellers

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

Bought or addedCut or sold out
202Q4 22: 1 bought or addedQ4 22: 0 cut or sold outQ1 23: 2 bought or addedQ1 23: 0 cut or sold outQ1 23Q2 23: 0 bought or addedQ2 23: 1 cut or sold outQ3 23: 2 bought or addedQ3 23: 2 cut or sold outQ3 23Q4 23: 2 bought or addedQ4 23: 2 cut or sold outQ1 24: 2 bought or addedQ1 24: 1 cut or sold outQ1 24Q2 24: 1 bought or addedQ2 24: 1 cut or sold outQ3 24: 1 bought or addedQ3 24: 0 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 202210
Q1 202320
Q2 202301
Q3 202322
Q4 202322
Q1 202421
Q2 202411
Q3 202410

Biggest buyers

RICHARDSON FINANCIAL SERVICES INC. Added +6,097+6.1k

Biggest sellers

None

Holders, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RICHARDSON FINANCIAL SERVICES INC. 0.48% of their portfolio MEDWAY, MA 12,19412.2k $758.7k $758.7k 0.48% Added +6.1k +6,097
2 Financial Gravity Companies, Inc. 0.04% of their portfolio Lakeway, TX 2,2442.2k $143.5k $143.5k 0.04% First filing
3 Westside Investment Management, Inc. 0.00% of their portfolio SANTA MONICA, CA 3737 $2.4k $2.4k 0.00% Unchanged
4 Coston, McIsaac & Partners 0.00% of their portfolio BAR HARBOR, ME 2727 $1.0k $1.0k 0.00% Unchanged