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Richardson Financial Services »

Vanguard Wellesley Income-adm shares owned by Richardson Financial Services

Quarter-by-quarter ownership of Vanguard Wellesley Income-adm (VWIAX) shares owned by Richardson Financial Services from 13F filings

Historical chart of Richardson Financial Services investment in Vanguard Wellesley Income-adm

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

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Quarterly reported holdings in Vanguard Wellesley Income-adm by Richardson Financial Services

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$399k	6.3k	63.63
2025-06-30	$390k	6.3k	62.22
2024-12-31	$376k	6.3k	59.99
2024-09-30	$738k	12k	60.49
2024-06-30	$369k	6.1k	60.49
2024-03-31	$372k	6.1k	61.06

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