Vanguard Wellesley Inc.-InvVWINX
13F holders, Q2 2025 (June 30)4holders
1new positions
1sold out
$25.68avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding Vanguard Wellesley Inc.-Inv (VWINX) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Fairfield Financial Advisors, LTD ($1.1M), Fulton Bank, N.A. ($222K) and Coston, McIsaac & Partners ($88K).
- Company
- Vanguard Wellesley Inc.-Inv
- CUSIP
- 921938106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $75K |
| Exits | 1 | $114K |
All 13F filers, Q1 2025 → Q2 2025: 2,939 shares bought and 8,263 shares sold, net −5,324 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fairfield Financial Advisors, LTD | 0.39% | Reduce -7.9% | 43,480 | $1.1M |
| Fulton Bank, N.A. | 0.01% | No change | 8,647 | $222K |
| Coston, McIsaac & Partners | 0.02% | Add +0.5% | 3,441 | $88K |
| Financially Speaking Inc | 0.05% | New | 2,921 | $75K |
"% of holder's portfolio" is VWINX's weight in each manager's 13F, not the share of Vanguard Wellesley Inc.-Inv the manager owns.