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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FULTON BANK, N.A. | History | No change | 8,647 | 223 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| McIlrath & Eck, LLC | History | No change | 7,204 | 182 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 4,579 | 118 | 0.03% | — | 3 | +4,579 | New | Q2 2026 | Jul 15, 2026 |
| Coston, McIsaac & Partners | History | Added to | 3,604 | 93 | 0.02% | 0.02% | 4 | +19 | 0.53% | Q2 2026 | Aug 12, 2026 |
| Fairfield Financial Advisors, LTD | History | Closed out | 0 | 0 | — | 0.3% | — | -34,486 | -100.0% | Q2 2026 | Aug 11, 2026 |