Vanguard Wellesley Inc.-InvVWINX
13F holders, Q3 2024 (September 30)3holders −1
0new positions
1sold out
$26.39avg. 13F price*
At the end of Q3 2024, 3 institutions reported holding Vanguard Wellesley Inc.-Inv (VWINX) in their 13F filings, down 1 from Q2 2024. 0 opened new positions and 1 sold out. The largest holders were Fairfield Financial Advisors, LTD ($1.8M), Fulton Bank, N.A. ($228K) and Coston, McIsaac & Partners ($87K).
- Company
- Vanguard Wellesley Inc.-Inv
- CUSIP
- 921938106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $29K |
All 13F filers, Q2 2024 → Q3 2024: 17 shares bought and 3,583 shares sold, net −3,566 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Fairfield Financial Advisors, LTD | 0.61% | Reduce -3.5% | 67,453 | $1.8M |
| Fulton Bank, N.A. | 0.01% | No change | 8,647 | $228K |
| Coston, McIsaac & Partners | 0.02% | Add +0.5% | 3,329 | $87K |
"% of holder's portfolio" is VWINX's weight in each manager's 13F, not the share of Vanguard Wellesley Inc.-Inv the manager owns.