Vanguard Wellesley Inc.-InvVWINX
13F holders, Q2 2024 (June 30)4holders +2
1new positions
0sold out
$24.96avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Vanguard Wellesley Inc.-Inv (VWINX) in their 13F filings, up 2 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Fairfield Financial Advisors, LTD ($1.7M), Fulton Bank, N.A. ($216K) and Coston, McIsaac & Partners ($82K).
- Company
- Vanguard Wellesley Inc.-Inv
- CUSIP
- 921938106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $29K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 1,187 shares bought, net +1,187 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fairfield Financial Advisors, LTD | 0.52% | — | 69,864 | $1.7M |
| Fulton Bank, N.A. | 0.01% | No change | 8,647 | $216K |
| Coston, McIsaac & Partners | 0.03% | Add +0.5% | 3,312 | $82K |
| RFP Financial Group LLC | 0.01% | New | 1,172 | $29K |
"% of holder's portfolio" is VWINX's weight in each manager's 13F, not the share of Vanguard Wellesley Inc.-Inv the manager owns.