Institutional Ownership
Vanguard Wellesley Income Admiral
CUSIP 921938205EQUITY FUNDSVWIAXQ1 2026
Institutional Holders
6
13F filers
Shares Held
18.1K
Aggregate institutional
Institutional Value
$1.10M
Q1 2026
Net New Holders
+1
1 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased1
Decreased1
Sold out0
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Richardson Financial Services Inc. | 6.5K | $400.4K | 0 | Held |
| 2 | Arvest Bank Trust Division | 4.3K | $261.5K | 0 | Held |
| 3 | Mcilrath & Eck, LLC | 3.5K | $217.2K | +3.5K | New |
| 4 | Financial Gravity Asset Management, Inc. | 3.5K | $215.0K | +991 | Added |
| 5 | Westside Investment Management, Inc. | 37 | $2.3K | 0 | Held |
| 6 | Coston, Mcisaac & Partners | 196 | $12 | −657 | Reduced |