Institutional Ownership
Vanguard Wellesley Income Inv
CUSIP 921938106EQUITY FUNDSVWINXQ1 2026
Institutional Holders
4
13F filers
Shares Held
53.9K
Aggregate institutional
Institutional Value
$1.27M
Q1 2026
Net New Holders
-2
1 new · 3 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased2
Decreased0
Sold out3
Institutional Holders
4 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Fairfield Financial Advisors, Ltd | 34.5K | $871.8K | +1.4K | Added |
| 2 | Fulton Bank, N.A. | 8.6K | $218.6K | 0 | Held |
| 3 | Mcilrath & Eck, LLC | 7.2K | $182.1K | +7.2K | New |
| 4 | Coston, Mcisaac & Partners | 3.6K | $90 | +21 | Added |