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 | No change | 6,538 | 408 | 0.23% | 0.25% | 1 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arvest Bank Trust Division | History | No change | 4,269 | 266 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Gravity Companies, Inc. | History | New | 3,536 | 221 | 0.04% | — | 3 | +3,536 | New | Q2 2026 | Aug 05, 2026 |
| McIlrath & Eck, LLC | History | No change | 3,547 | 217 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 3,510 | 214 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Coston, McIsaac & Partners | History | Added to | 198 | 12 | 0.0% | 0.0% | 6 | +2 | 1.02% | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 37 | 2 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |