Vanguard Wellesley Inc.-InvVWINX
13F holders, Q4 2024 (December 31)4holders +1
0new positions
0sold out
$24.77avg. 13F price*
At the end of Q4 2024, 4 institutions reported holding Vanguard Wellesley Inc.-Inv (VWINX) in their 13F filings, up 1 from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Fairfield Financial Advisors, LTD ($1.5M), Fulton Bank, N.A. ($214K) and Coston, McIsaac & Partners ($84K).
- Company
- Vanguard Wellesley Inc.-Inv
- CUSIP
- 921938106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 75 shares bought and 7,447 shares sold, net −7,372 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fairfield Financial Advisors, LTD | 0.52% | Reduce -11.0% | 60,006 | $1.5M |
| Fulton Bank, N.A. | 0.01% | No change | 8,647 | $214K |
| Coston, McIsaac & Partners | 0.02% | Add +2.3% | 3,404 | $84K |
| Financially Speaking Inc | 0.05% | — | 2,921 | $72K |
"% of holder's portfolio" is VWINX's weight in each manager's 13F, not the share of Vanguard Wellesley Inc.-Inv the manager owns.