Vault-13

VANGUARD WELLESLEY INCOME ADMIRAL VWIAX

EQUITY FUNDS · Open-End Fund · CUSIP 921938205

3 institutional holders -1 vs Q4 2024
3,6253.6k shares reported held*
$221.0kreported value*
0 new 0 added 0 reduced 1 sold out net sold ≈ $383.5k (-6.3k 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 ≈ $60.96.

Trends to Q1 2025

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: 4Q4 24: 4Q1 25: 33Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 20222
Q4 20223
Q1 20235
Q2 20235
Q3 20234
Q4 20235
Q1 20244
Q2 20244
Q3 20244
Q4 20244
Q1 20253

Buyers vs sellers

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

Bought or addedCut or sold out
202Q2 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 24Q4 24: 2 bought or addedQ4 24: 1 cut or sold outQ1 25: 0 bought or addedQ1 25: 1 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 202301
Q3 202322
Q4 202322
Q1 202421
Q2 202411
Q3 202410
Q4 202421
Q1 202501

Biggest buyers

None

Biggest sellers

RICHARDSON FINANCIAL SERVICES INC. Sold out -6,272-6.3k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Financial Gravity Asset Management, Inc. 0.05% of their portfolio Lakeway, TX 3,5603.6k $217.7k $217.7k 0.05% First filing
2 Westside Investment Management, Inc. 0.00% of their portfolio SANTA MONICA, CA 3737 $2.3k $2.3k 0.00% Unchanged
3 Coston, McIsaac & Partners 0.00% of their portfolio BAR HARBOR, ME 2828 $1.0k $1.0k 0.00% Unchanged