Vanguard Wellesley Inc.-AdmVWIAX
13F holders, Q4 2025 (December 31)5holders
0new positions
0sold out
$131.67avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding Vanguard Wellesley Inc.-Adm (VWIAX) in their 13F filings, unchanged from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Richardson Financial Services Inc. ($1.4M), Arvest Bank Trust Division ($263K) and Financial Gravity Asset Management, Inc. ($155K).
- Company
- Vanguard Wellesley Inc.-Adm
- CUSIP
- 921938205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 1,090 shares bought and 8,768 shares sold, net −7,678 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Richardson Financial Services Inc. | 0.45% | Add +4.2% | 6,538 | $1.4M |
| Arvest Bank Trust Division | 0.01% | No change | 4,269 | $263K |
| Financial Gravity Asset Management, Inc. | 0.03% | Reduce -77.7% | 2,519 | $155K |
| Coston, McIsaac & Partners | 0.01% | Add +2841.4% | 853 | $52K |
| Westside Investment Management, Inc. | 0.00% | No change | 37 | $2K |
"% of holder's portfolio" is VWIAX's weight in each manager's 13F, not the share of Vanguard Wellesley Inc.-Adm the manager owns.