VANGUARD WELLESLEY INCOME FUND - VWIAX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 6,538 | 1,399 | 0.45% | 0.25% | 1 | +266 | 4.24% | Q4 2025 | Jan 22, 2026 |
| Arvest Bank Trust Division | History | No change | 4,269 | 263 | 0.01% | 0.02% | 2 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 2,519 | 155 | 0.03% | 0.14% | 3 | -8,768 | -77.68% | Q4 2025 | Feb 13, 2026 |
| Coston, McIsaac & Partners | History | Added to | 853 | 52 | 0.01% | 0.0% | 4 | +824 | 2841.38% | Q4 2025 | Feb 03, 2026 |
| Westside Investment Management, Inc. | History | No change | 37 | 2 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |