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 | 33,108 | 842 | 0.27% | 0.29% | 1 | +592 | 1.82% | Q4 2025 | Feb 02, 2026 |
| FULTON BANK, N.A. | History | No change | 8,647 | 220 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Coston, McIsaac & Partners | History | Added to | 3,564 | 90 | 0.02% | 0.02% | 3 | +109 | 3.15% | Q4 2025 | Feb 03, 2026 |
| Financially Speaking Inc | History | No change | 2,921 | 74 | 0.05% | 0.05% | 4 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Garton & Associates Financial Advisors LLC | History | New | 1,234 | 31 | 0.02% | — | 5 | +1,234 | New | Q4 2025 | Feb 18, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | New | 274 | 6 | 0.0% | — | 6 | +274 | New | Q4 2025 | Jan 30, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,581 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,010 | -100.0% | Q3 2025 | Nov 12, 2025 |