VWIAX institutional holders
VANGUARD WELLESLEY INCOME FD · 13F, 2026Q2
| Managers holding | 5 |
|---|---|
| Shares held | 14,578 |
| Reported value | $911,097 |
| Quarter flows | 1 new, 1 added, 0 trimmed, 2 exited |
Top 5 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| RICHARDSON FINANCIAL SERVICES INC. | 6,538 | $408,746 | 0.2% |
| Arvest Bank Trust Division | 4,269 | $266,942 | 0.0% |
| Financial Gravity Companies, Inc. | 3,536 | $221,044 | 0.0% |
| Coston, McIsaac & Partners | 198 | $12,000 | 0.0% |
| Westside Investment Management, Inc. | 37 | $2,365 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("VWIAX"). VWIAX price history · All 13F data