Vanguard Wellesley Inc.-AdmVWIAX
13F holders, Q1 2024 (March 31)4holders
$60.93avg. 13F price*
At the end of Q1 2024, 4 institutions reported holding Vanguard Wellesley Inc.-Adm (VWIAX) in their 13F filings. The largest holders were Richardson Financial Services Inc. ($372K), Financial Gravity Asset Management, Inc. ($25K) and Westside Investment Management, Inc. ($2K).
- Company
- Vanguard Wellesley Inc.-Adm
- CUSIP
- 921938205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $372K |
| Exits | 1 | $27K |
Ownership 4 holders
| Richardson Financial Services Inc. | 0.26% | New | 6,097 | $372K |
| Financial Gravity Asset Management, Inc. | 0.01% | No change | 415 | $25K |
| Westside Investment Management, Inc. | 0.00% | No change | 37 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 26 | $1K |
"% of holder's portfolio" is VWIAX's weight in each manager's 13F, not the share of Vanguard Wellesley Inc.-Adm the manager owns.