Vanguard Wellesley Inc.-InvVWINX
13F holders, Q1 2024 (March 31)2holders
$25.20avg. 13F price*
At the end of Q1 2024, 2 institutions reported holding Vanguard Wellesley Inc.-Inv (VWINX) in their 13F filings. The largest holders were Fulton Bank, N.A. ($218K) and Coston, McIsaac & Partners ($83K).
- Company
- Vanguard Wellesley Inc.-Inv
- CUSIP
- 921938106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $57K |
Ownership 2 holders
| Fulton Bank, N.A. | 0.01% | No change | 8,647 | $218K |
| Coston, McIsaac & Partners | 0.03% | Add +0.5% | 3,297 | $83K |
"% of holder's portfolio" is VWINX's weight in each manager's 13F, not the share of Vanguard Wellesley Inc.-Inv the manager owns.