VANGUARD WELLESLEY INCOME FUND - VWIAX
Sector:
Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
Latest / Compare
Q1 2026
· Q4 2025
Value (USD)
Total reported value ($000)
$1.106M
QoQ value delta ($000)
-$765K
(-40.89%)
Implied price effect (QoQ)
-53.56%
Shares
Total shares
18,097
QoQ shares delta
+3,881
(+27.3%)
Total shares held by funds (by quarter)
Market chart (VWIAX)
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Top holders (Q1 2026)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| RICHARDSON FINANCIAL SERVICES INC. | 400 | 6,538 | 0.25% |
| Arvest Bank Trust Division | 261 | 4,269 | 0.01% |
| McIlrath & Eck, LLC | 217 | 3,547 | 0.02% |
| Financial Gravity Asset Management, Inc. | 214 | 3,510 | 0.04% |
| Coston, McIsaac & Partners | 12 | 196 | 0.0% |
| Westside Investment Management, Inc. | 2 | 37 | 0.0% |