VANGUARD WELLESLEY INCOME ADMIRAL VWIAX
EQUITY FUNDS · Open-End Fund · CUSIP 921938205
5
institutional holders
+1 vs Q2 2025
21.9k
shares reported held*
$1.4mreported value*
1 new
1 added
0 reduced
0 sold out
net bought ≈ $271.6k (+4.3k 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 ≈ $63.60.
Trends to Q3 2025
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 |
| Q2 2024 | 4 |
| Q3 2024 | 4 |
| Q4 2024 | 4 |
| Q1 2025 | 3 |
| Q2 2025 | 4 |
| Q3 2025 | 5 |
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 2023 | 2 | 2 |
| Q1 2024 | 2 | 1 |
| Q2 2024 | 1 | 1 |
| Q3 2024 | 1 | 0 |
| Q4 2024 | 2 | 1 |
| Q1 2025 | 0 | 1 |
| Q2 2025 | 1 | 0 |
| Q3 2025 | 2 | 0 |
Biggest buyers
| Arvest Bank Trust Division | New | +4.3k |
| Coston, McIsaac & Partners | Added | +1 |
Biggest sellers
| None |
Holders, Q3 2025
| Manager | Shares | Change |
|---|---|---|
| Financial Gravity Asset Management, Inc. 0.14% of their portfolio | 11.3k $718.2k | First filing |
| RICHARDSON FINANCIAL SERVICES INC. 0.25% of their portfolio | 6.3k $399.1k | Unchanged |
| Arvest Bank Trust Division 0.02% of their portfolio | 4.3k $271.7k | New |
| Westside Investment Management, Inc. 0.00% of their portfolio | 37 $2.4k | Unchanged |
| Coston, McIsaac & Partners 0.00% of their portfolio | 29 $1.0k | Added +1 |