Vanguard Wellesley Inc.-AdmVWIAX
13F holders, Q4 2024 (December 31)4holders
0new positions
0sold out
$59.92avg. 13F price*
At the end of Q4 2024, 4 institutions reported holding Vanguard Wellesley Inc.-Adm (VWIAX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Richardson Financial Services Inc. ($376K), Financial Gravity Companies, Inc. ($212K) 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 1,293 shares bought and 5,922 shares sold, net −4,629 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Richardson Financial Services Inc. | 0.26% | Reduce -48.6% | 6,272 | $376K |
| Financial Gravity Companies, Inc. | 0.05% | Add +57.6% | 3,536 | $212K |
| Westside Investment Management, Inc. | 0.00% | No change | 37 | $2K |
| Coston, McIsaac & Partners | 0.00% | Add +3.7% | 28 | $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.