VANGUARD WELLESLEY INCOME ADMIRAL VWIAX
EQUITY FUNDS · Open-End Fund · CUSIP 921938205
5
institutional holders
+0 vs Q3 2025
14.2k
shares reported held*
$1.9mreported value*
0 new
2 added
1 reduced
0 sold out
net sold ≈ $473.4k (-7.7k 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 ≈ $131.67.
Trends to Q4 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 |
| Q4 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 |
|---|---|---|
| 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 |
| Q4 2025 | 2 | 1 |
Biggest buyers
| Coston, McIsaac & Partners | Added | +824 |
| RICHARDSON FINANCIAL SERVICES INC. | Added | +266 |
Biggest sellers
| Financial Gravity Asset Management, Inc. | Reduced | -8.8k |
Holders, Q4 2025
| Manager | Shares | Change |
|---|---|---|
| RICHARDSON FINANCIAL SERVICES INC. 0.45% of their portfolio | 6.5k $1.4m | Added +266 |
| Arvest Bank Trust Division 0.01% of their portfolio | 4.3k $263.2k | Unchanged |
| Financial Gravity Asset Management, Inc. 0.03% of their portfolio | 2.5k $155.3k | Reduced -8.8k |
| Coston, McIsaac & Partners 0.01% of their portfolio | 853 $52.0k | Added +824 |
| Westside Investment Management, Inc. 0.00% of their portfolio | 37 $2.3k | Unchanged |