VANGUARD WELLESLEY INCOME INV - EQUITY FUNDS

Historical Holders from Q1 2014 to Q3 2025

Type / Class
Equity / EQUITY FUNDS
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
54,130
Holdings value
$1,421,264
% of all portfolios
0%
Number of holders
6
Number of buys
3
Number of sells
-1
Average buys %
+0%
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of VANGUARD WELLESLEY INCOME INV - EQUITY FUNDS

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 54,130 $1,421,264 -$114,499 $26.27 6
2025 Q2 58,489 $1,502,222 -$134,781 $25.69 4
2025 Q1 63,813 $1,610,883 -$280,520 $25.25 4
2024 Q4 74,978 $1,856,922 -$182,612 $24.77 4
2024 Q3 79,429 $2,096,052 -$92,467 $26.4 3
2024 Q2 82,995 $2,071,692 -$510,744 $24.97 4
2024 Q1 11,944 $301,013 -$56,961 $25.19 2
2023 Q4 105,736 $2,637,296 -$8,416,488 $24.95 5
2023 Q3 440,802 $10,688,877 +$7,277,740 $23.66 5
2023 Q2 143,571 $3,525,289 +$149,782 $24.56 7
2023 Q1 137,472 $3,355,805 +$46,063 $24.54 6
2022 Q4 150,624 $3,684,418 +$85,699 $24.46 6
2022 Q3 147,106 $3,553,170 +$94,077 $24.16 5
2022 Q2 143,174 $3,677,937 -$218,614 $25.68 4
2022 Q1 151,668 $4,206,991 -$223,277 $27.74 4
2021 Q4 35,104 $1,016,000 +$182,766 $28.91 3
2021 Q3 28,779 $843,000 +$21,427 $29.3 3
2021 Q2 28,051 $825,000 $29.4 3
2021 Q1 28,051 $798,000 -$872,956 $28.45 3
2020 Q4 58,867 $1,668,000 +$637,344 $28.33 4
2020 Q3 36,608 $1,005,000 $27.44 4
2020 Q2 36,608 $989,000 -$184,748 $27.01 4
2020 Q1 53,414 $1,340,000 +$140,380 $25.09 5
2019 Q4 46,767 $1,277,000 -$265,401 $27.3 4
2019 Q3 56,488 $1,535,000 +$135,463 $27.18 4
2019 Q2 51,502 $1,371,000 -$7,938,000 $26.62 4
2019 Q1 352,161 $9,303,000 -$161,000 $26.18 3
2018 Q4 16,216 $396,000 +$149,653 $24.4 4
2018 Q3 9,613 $255,000 +$205,000 $26.7 2
2018 Q2 1,893 $49,000 +$13,053 $25.88 2
2018 Q1 1,389 $36,000 $25.92 1
2017 Q4 1,389 $37,000 +$213 $26.64 1
2017 Q3 1,381 $37,000 $26.79 1
2017 Q2 1,381 $36,000 $26.07 1
2017 Q1 1,381 $36,000 $26.07 1
2016 Q4 1,381 $35,000 +$177 $25.34 1
2016 Q3 1,374 $36,000 -$31,433,000 $26.2 1
2016 Q2 2,848 $31,469,000 +$9,944,925 $26.22 3
2016 Q1 1,692 $43,000 -$338,490 $25.47 3
2015 Q4 17,720 $20,641,000 +$20,506,801 $24.75 5
2015 Q3 5,168 $128,000 -$652,651 $24.85 2
2015 Q2 30,984 $782,342 -$1,311,547 $25.13 3
2015 Q1 81,651 $2,101,000 +$1,734,523 $25.74 3
2014 Q4 14,259 $364,664 +$9,966 $25.63 2
2014 Q3 13,872 $355,813 -$8,490 $25.65 1
2014 Q2 14,203 $367,998 -$1,694,617 $25.91 1
2014 Q1 80,920 $2,046,342 +$1,416,283 $25.28 3