Vault-13

VANGUARD WELLESLEY INCOME ADMIRAL VWIAX

EQUITY FUNDS · Open-End Fund · CUSIP 921938205

6 institutional holders +1 vs Q4 2025
18,09718.1k shares reported held*
$1.1mreported value*
1 new 1 added 1 reduced 0 sold out net bought ≈ $237.7k (+3.9k 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 ≈ $61.24.

Trends to Q1 2026

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: 3Q2 25: 4Q3 25: 5Q4 25: 5Q1 26: 66Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 20222
Q4 20223
Q1 20235
Q2 20235
Q3 20234
Q4 20235
Q1 20244
Q2 20244
Q3 20244
Q4 20244
Q1 20253
Q2 20254
Q3 20255
Q4 20255
Q1 20266

Buyers vs sellers

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

Bought or addedCut or sold out
202Q2 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 25Q2 25: 1 bought or addedQ2 25: 0 cut or sold outQ3 25: 2 bought or addedQ3 25: 0 cut or sold outQ3 25Q4 25: 2 bought or addedQ4 25: 1 cut or sold outQ1 26: 2 bought or addedQ1 26: 1 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202411
Q3 202410
Q4 202421
Q1 202501
Q2 202510
Q3 202520
Q4 202521
Q1 202621

Biggest buyers

McIlrath & Eck, LLC New +3,547+3.5k
Financial Gravity Asset Management, Inc. Added +991+991

Biggest sellers

Coston, McIsaac & Partners Reduced -657-657

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RICHARDSON FINANCIAL SERVICES INC. 0.25% of their portfolio MEDWAY, MA 6,5386.5k $400.4k $400.4k 0.25% Unchanged
2 Arvest Bank Trust Division 0.01% of their portfolio DEWEY, OK 4,2694.3k $261.5k $261.5k 0.01% Unchanged
3 McIlrath & Eck, LLC 0.02% of their portfolio ARLINGTON, WA 3,5473.5k $217.2k $217.2k 0.02% New
4 Financial Gravity Asset Management, Inc. 0.04% of their portfolio Lakeway, TX 3,5103.5k $215.0k $215.0k 0.04% Added +991 +991
5 Coston, McIsaac & Partners 0.00% of their portfolio BAR HARBOR, ME 196196 $12.0k $12.0k 0.00% Reduced -657 -657
6 Westside Investment Management, Inc. 0.00% of their portfolio SANTA MONICA, CA 3737 $2.3k $2.3k 0.00% Unchanged