Vanguard Wellesley Inc.-InvVWINX
13F holders, Q3 2025 (September 30)6holders +2
2new positions
0sold out
$26.26avg. 13F price*
At the end of Q3 2025, 6 institutions reported holding Vanguard Wellesley Inc.-Inv (VWINX) in their 13F filings, up 2 from Q2 2025. 2 opened new positions and 0 sold out. The largest holders were Fairfield Financial Advisors, LTD ($854K), Fulton Bank, N.A. ($227K) and Vermillion Wealth Management, Inc. ($120K).
- Company
- Vanguard Wellesley Inc.-Inv
- CUSIP
- 921938106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $173K |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 6,605 shares bought and 10,964 shares sold, net −4,359 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Fairfield Financial Advisors, LTD | 0.29% | Reduce -25.2% | 32,516 | $854K |
| Fulton Bank, N.A. | 0.01% | No change | 8,647 | $227K |
| Vermillion Wealth Management, Inc. | 0.03% | New | 4,581 | $120K |
| Coston, McIsaac & Partners | 0.02% | Add +0.4% | 3,455 | $90K |
| Financially Speaking Inc | 0.05% | No change | 2,921 | $77K |
| Hurley Capital, LLC | 0.03% | New | 2,010 | $53K |
"% of holder's portfolio" is VWINX's weight in each manager's 13F, not the share of Vanguard Wellesley Inc.-Inv the manager owns.