Vanguard Wellesley Inc.-InvVWINX
13F holders, Q1 2026 (March 31)4holders −2
1new positions
3sold out
$25.27avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding Vanguard Wellesley Inc.-Inv (VWINX) in their 13F filings, down 2 from Q4 2025. 1 opened new positions and 3 sold out. The largest holders were Fairfield Financial Advisors, LTD ($872K), Fulton Bank, N.A. ($219K) and McIlrath & Eck, LLC ($182K).
- Company
- Vanguard Wellesley Inc.-Inv
- CUSIP
- 921938106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $182K |
| Exits | 3 | $113K |
All 13F filers, Q4 2025 → Q1 2026: 8,603 shares bought and 4,429 shares sold, net +4,174 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fairfield Financial Advisors, LTD | 0.30% | Add +4.2% | 34,486 | $872K |
| Fulton Bank, N.A. | 0.01% | No change | 8,647 | $219K |
| McIlrath & Eck, LLC | 0.01% | New | 7,204 | $182K |
| Coston, McIsaac & Partners | 0.02% | Add +0.6% | 3,585 | $90K |
"% of holder's portfolio" is VWINX's weight in each manager's 13F, not the share of Vanguard Wellesley Inc.-Inv the manager owns.