Vanguard Wellesley Inc.-AdmVWIAX
13F holders, Q1 2026 (March 31)6holders +1
1new positions
0sold out
$61.24avg. 13F price*
At the end of Q1 2026, 6 institutions reported holding Vanguard Wellesley Inc.-Adm (VWIAX) in their 13F filings, up 1 from Q4 2025. 1 opened new positions and 0 sold out. The largest holders were Richardson Financial Services Inc. ($400K), Arvest Bank Trust Division ($261K) and McIlrath & Eck, LLC ($217K).
- Company
- Vanguard Wellesley Inc.-Adm
- CUSIP
- 921938205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $217K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 4,538 shares bought and 657 shares sold, net +3,881 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Richardson Financial Services Inc. | 0.25% | No change | 6,538 | $400K |
| Arvest Bank Trust Division | 0.01% | No change | 4,269 | $261K |
| McIlrath & Eck, LLC | 0.02% | New | 3,547 | $217K |
| Financial Gravity Asset Management, Inc. | 0.04% | Add +39.3% | 3,510 | $215K |
| Coston, McIsaac & Partners | 0.00% | Reduce -77.0% | 196 | $12K |
| 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.