Institutional Ownership
Vanguard Wellesley Income Admiral
CUSIP 921938205EQUITY FUNDSVWIAXQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
6
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Richardson Financial Services Inc. | 6.5K | $400.4K |
| 2 | Arvest Bank Trust Division | 4.3K | $261.5K |
| 3 | Mcilrath & Eck, LLC | 3.5K | $217.2K |
| 4 | Financial Gravity Asset Management, Inc. | 3.5K | $215.0K |
| 5 | Westside Investment Management, Inc. | 37 | $2.3K |
| 6 | Coston, Mcisaac & Partners | 196 | $12 |