Vanguard Wellesley Inc.-AdmVWIAX
13F holders, Q3 2025 (September 30)5holders +1
1new positions
0sold out
$63.60avg. 13F price*
At the end of Q3 2025, 5 institutions reported holding Vanguard Wellesley Inc.-Adm (VWIAX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Financial Gravity Asset Management, Inc. ($718K), Richardson Financial Services Inc. ($399K) and Arvest Bank Trust Division ($272K).
- Company
- Vanguard Wellesley Inc.-Adm
- CUSIP
- 921938205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $272K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 4,270 shares bought, net +4,270 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Financial Gravity Asset Management, Inc. | 0.14% | — | 11,287 | $718K |
| Richardson Financial Services Inc. | 0.25% | No change | 6,272 | $399K |
| Arvest Bank Trust Division | 0.02% | New | 4,269 | $272K |
| Westside Investment Management, Inc. | 0.00% | No change | 37 | $2K |
| Coston, McIsaac & Partners | 0.00% | Add +3.6% | 29 | $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.