Vanguard Wellesley Inc.-InvVWINX
13F holders, Q1 2025 (March 31)4holders
1new positions
1sold out
$25.24avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding Vanguard Wellesley Inc.-Inv (VWINX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Fairfield Financial Advisors, LTD ($1.2M), Fulton Bank, N.A. ($218K) and Vermillion Wealth Management, Inc. ($114K).
- Company
- Vanguard Wellesley Inc.-Inv
- CUSIP
- 921938106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $114K |
| Exits | 1 | $72K |
All 13F filers, Q4 2024 → Q1 2025: 4,553 shares bought and 15,718 shares sold, net −11,165 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fairfield Financial Advisors, LTD | 0.45% | Reduce -21.3% | 47,209 | $1.2M |
| Fulton Bank, N.A. | 0.01% | No change | 8,647 | $218K |
| Vermillion Wealth Management, Inc. | 0.03% | New | 4,534 | $114K |
| Coston, McIsaac & Partners | 0.03% | Add +0.6% | 3,423 | $86K |
"% of holder's portfolio" is VWINX's weight in each manager's 13F, not the share of Vanguard Wellesley Inc.-Inv the manager owns.