Vanguard Wellesley Inc.-AdmVWIAX
13F holders, Q3 2024 (September 30)4holders
0new positions
0sold out
$62.44avg. 13F price*
At the end of Q3 2024, 4 institutions reported holding Vanguard Wellesley Inc.-Adm (VWIAX) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Richardson Financial Services Inc. ($759K), Financial Gravity Companies, Inc. ($143K) 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q2 2024 → Q3 2024: 6,097 shares bought, net +6,097 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Richardson Financial Services Inc. | 0.48% | Add +100.0% | 12,194 | $759K |
| Financial Gravity Companies, Inc. | 0.04% | — | 2,244 | $143K |
| Westside Investment Management, Inc. | 0.00% | No change | 37 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 27 | $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.