Vanguard Wellesley Inc.-InvVWINX
13F holders, Q2 2026 (June 30)3holders −1
1new positions
1sold out
$25.81avg. 13F price*
At the end of Q2 2026, 3 institutions reported holding Vanguard Wellesley Inc.-Inv (VWINX) in their 13F filings, down 1 from Q1 2026. 1 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($223K), Vermillion Wealth Management, Inc. ($118K) and Coston, McIsaac & Partners ($93K).
- Company
- Vanguard Wellesley Inc.-Inv
- CUSIP
- 921938106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $118K |
| Exits | 1 | $872K |
All 13F filers, Q1 2026 → Q2 2026: 4,598 shares bought and 34,486 shares sold, net −29,888 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Fulton Bank, N.A. | 0.01% | No change | 8,647 | $223K |
| Vermillion Wealth Management, Inc. | 0.03% | New | 4,579 | $118K |
| Coston, McIsaac & Partners | 0.02% | Add +0.5% | 3,604 | $93K |
"% of holder's portfolio" is VWINX's weight in each manager's 13F, not the share of Vanguard Wellesley Inc.-Inv the manager owns.