Stokes Capital Advisors »

Vanguard Wellesley Income shares owned by Stokes Capital Advisors

Quarter-by-quarter ownership of Vanguard Wellesley Income shares owned by Stokes Capital Advisors from 13F filings

Historical chart of Stokes Capital Advisors investment in Vanguard Wellesley Income

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellesley Income held by Stokes Capital Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Wellesley Income by Stokes Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $246k 4.0k 61.36

More positions owned by Stokes Capital Advisors

Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
TJX Companies (TJX)
JPMorgan Chase & Co. (JPM)
Pimco Etf Tr Multisector Bd (PYLD)
American Express Company (AXP)
McDonald's Corporation (MCD)
Apple (AAPL)
Visa Com Cl A (V)
Williams Companies (WMB)
Costco Wholesale Corporation (COST)
Stryker Corporation (SYK)
Mastercard Incorporated Cl A (MA)
Procter & Gamble Company (PG)

View all positions for Stokes Capital Advisors

Top funds holding Vanguard Wellesley Income

Stokes Capital Advisors

View all funds holding Vanguard Wellesley Income