Who owns Vanguard Wellesley Income-adm?
- Ticker: VWIAX
- CUSIP Number: 921938205
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Analyze quarterly positions in Vanguard Wellesley Income-adm with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Vanguard Wellesley Income-adm this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Financial Gravity Wealth | 11k | $718k | 217% | Sep 2025 |
|
| Richardson Financial Services | 6.3k | $399k | 0% | Sep 2025 |
|
| Arvest Trust | 4.3k | $272k | 100% | Sep 2025 |
|
| Financial Gravity Companies | 3.3k | $207k | 100% | Jun 2025 |
|
| Westside Investment Management | 37.00 | $2.4k | 0% | Sep 2025 |
|
| Coston, McIsaac & Partners | 29.00 | $1.0k | 4% | Sep 2025 |
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