VANGUARD WELLESLEY INCOME FUND - VWINX
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fairfield Financial Advisors, LTD | History | Added to | 34,486 | 871 | 0.3% | 0.27% | 1 | +1,378 | 4.16% | Q1 2026 | Apr 27, 2026 |
| FULTON BANK, N.A. | History | No change | 8,647 | 218 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| McIlrath & Eck, LLC | History | New | 7,204 | 182 | 0.01% | — | 3 | +7,204 | New | Q1 2026 | May 19, 2026 |
| Coston, McIsaac & Partners | History | Added to | 3,585 | 90 | 0.02% | 0.02% | 4 | +21 | 0.59% | Q1 2026 | Apr 22, 2026 |
| Financially Speaking Inc | History | Closed out | 0 | 0 | — | 0.05% | — | -2,921 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,234 | -100.0% | Q1 2026 | May 11, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -274 | -100.0% | Q1 2026 | May 01, 2026 |