Vanguard Wellesley Inc.-AdmVWIAX
13F holders, Q1 2025 (March 31)3holders −1
0new positions
1sold out
$60.96avg. 13F price*
At the end of Q1 2025, 3 institutions reported holding Vanguard Wellesley Inc.-Adm (VWIAX) in their 13F filings, down 1 from Q4 2024. 0 opened new positions and 1 sold out. The largest holders were Financial Gravity Asset Management, Inc. ($218K), Westside Investment Management, Inc. ($2K) and Coston, McIsaac & Partners ($1K).
- Company
- Vanguard Wellesley Inc.-Adm
- CUSIP
- 921938205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $376K |
All 13F filers, Q4 2024 → Q1 2025: 6,272 shares sold, net −6,272 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Financial Gravity Asset Management, Inc. | 0.05% | — | 3,560 | $218K |
| Westside Investment Management, Inc. | 0.00% | No change | 37 | $2K |
| Coston, McIsaac & Partners | 0.00% | No change | 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.