VANGUARD WELLESLEY INCOME FUND - VWIAX

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q2 2026 · Q1 2026
Value (USD)
Total reported value ($000)
$1.34M
QoQ value delta ($000)
+$234K (+21.16%)
Implied price effect (QoQ)
+1.34%
Shares
Total shares
21,635
QoQ shares delta
+3,538 (+19.55%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q2 2026)

Top 25 only Full list
Partial Q2 2026 data: 5 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
RICHARDSON FINANCIAL SERVICES INC. 408 6,538 0.23%
Arvest Bank Trust Division 266 4,269 0.01%
Financial Gravity Companies, Inc. 221 3,536 0.04%
McIlrath & Eck, LLC 217 3,547 0.02%
Financial Gravity Asset Management, Inc. 214 3,510 0.04%
Coston, McIsaac & Partners 12 198 0.0%
Westside Investment Management, Inc. 2 37 0.0%