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Vanguard Wellesley Income-adm shares owned by Arvest Trust

Quarter-by-quarter ownership of Vanguard Wellesley Income-adm (VWIAX) shares owned by Arvest Trust from 13F filings

Historical chart of Arvest Trust investment in Vanguard Wellesley Income-adm

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All positions including Vanguard Wellesley Income-adm held by Arvest Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellesley Income-adm by Arvest Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $272k 4.3k 63.64

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Top funds holding Vanguard Wellesley Income-adm

Financial Gravity Wealth
Richardson Financial Services
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Financial Gravity Companies
Westside Investment Management
Coston, McIsaac & Partners

View all funds holding Vanguard Wellesley Income-adm