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Vanguard Wellesley Incm Fd Inv shares owned by Strategic Investment Solutions

Quarter-by-quarter ownership of Vanguard Wellesley Incm Fd Inv (VWINX) shares owned by Strategic Investment Solutions from 13F filings

Historical chart of Strategic Investment Solutions investment in Vanguard Wellesley Incm Fd Inv

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellesley Incm Fd Inv held by Strategic Investment Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellesley Incm Fd Inv by Strategic Investment Solutions

Quarter filed Position value Share count Share price at filing
2023-09-30 $8.1M 329k 24.52
2023-06-30 $126k 5.2k 24.36
2023-03-31 $127k 5.2k 24.58

More positions owned by Strategic Investment Solutions

Dfa Global Equity I Equity Funds (DGEIX)
Schwab Us Dividend Equity Etf Uit Exchange Traded (SCHD)
Dfa Global Allocation 25/75 I Equity Funds (DGTSX)
Dimensional U S Targetedvalue Etf Uit Exchange Traded (DFAT)
Vanguard Wellesley Income Admiral Equity Funds (VWIAX)
Vanguard Growth Etf Uit Exchange Traded (VUG)
Dimensional Us Marketwide Value Etf Uit Exchange Traded (DFUV)
Berkshire Hathaway Class B Common Stock (BRK.B)
American Funds American Mutual F2 Ntf Equity Funds (AMRFX)
Dimensional U S Core Equity 2 Etf Uit Exchange Traded (DFAC)
Vgrd Stc Etf Dv Uit Exchange Traded (VCSH)
Ishares Core Msci Totl Intl Stck Etf Uit Exchange Traded (IXUS)
Dimensional Us Core Equity Markt Etf Uit Exchange Traded (DFAU)
Dimensional Us High Proftblty Etf Uit Exchange Traded (DUHP)
Dimensional Wld Ex Us Creq 2 Etf Uit Exchange Traded (DFAX)

View all positions for Strategic Investment Solutions

Top funds holding Vanguard Wellesley Incm Fd Inv

Fulton Bank, NA
Coston, McIsaac & Partners
Livelsberger Financial Advisory

View all funds holding Vanguard Wellesley Incm Fd Inv