Vanguard Wellesley Inc.-InvVWINX
13F holders, Q4 2025 (December 31)6holders
1new positions
2sold out
$25.44avg. 13F price*
At the end of Q4 2025, 6 institutions reported holding Vanguard Wellesley Inc.-Inv (VWINX) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 2 sold out. The largest holders were Fairfield Financial Advisors, LTD ($843K), Fulton Bank, N.A. ($220K) and Coston, McIsaac & Partners ($90K).
- Company
- Vanguard Wellesley Inc.-Inv
- CUSIP
- 921938106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $7K |
| Exits | 2 | $173K |
All 13F filers, Q3 2025 → Q4 2025: 975 shares bought and 6,591 shares sold, net −5,616 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Fairfield Financial Advisors, LTD | 0.27% | Add +1.8% | 33,108 | $843K |
| Fulton Bank, N.A. | 0.01% | No change | 8,647 | $220K |
| Coston, McIsaac & Partners | 0.02% | Add +3.1% | 3,564 | $90K |
| Financially Speaking Inc | 0.05% | No change | 2,921 | $74K |
| Garton & Associates Financial Advisors LLC | 0.02% | — | 1,234 | $31K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 274 | $7K |
"% of holder's portfolio" is VWINX's weight in each manager's 13F, not the share of Vanguard Wellesley Inc.-Inv the manager owns.