Vanguard Wellesley Inc.-AdmVWIAX
13F holders, Q2 2026 (June 30)5holders −1
0new positions
0sold out
$62.50avg. 13F price*
At the end of Q2 2026, 5 institutions reported holding Vanguard Wellesley Inc.-Adm (VWIAX) in their 13F filings, down 1 from Q1 2026. 0 opened new positions and 0 sold out. The largest holders were Richardson Financial Services Inc. ($409K), Arvest Bank Trust Division ($267K) and Financial Gravity Companies, Inc. ($221K).
- Company
- Vanguard Wellesley Inc.-Adm
- CUSIP
- 921938205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 2 shares bought, net +2 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Richardson Financial Services Inc. | 0.23% | No change | 6,538 | $409K |
| Arvest Bank Trust Division | 0.01% | No change | 4,269 | $267K |
| Financial Gravity Companies, Inc. | 0.04% | — | 3,536 | $221K |
| Coston, McIsaac & Partners | 0.00% | Add +1.0% | 198 | $12K |
| Westside Investment Management, Inc. | 0.00% | No change | 37 | $2K |
"% of holder's portfolio" is VWIAX's weight in each manager's 13F, not the share of Vanguard Wellesley Inc.-Adm the manager owns.