Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / EQUITY FUNDS
-
Total 13F shares
-
143,571
-
Share change
-
+6,099
-
Total reported value
-
$3,525,289
-
Price per share
-
$24.56
-
Number of holders
-
7
-
Value change
-
+$149,782
-
Number of buys
-
3
-
Number of sells
-
1
Institutional Holders of VANGUARD WELLESLEY INCOME INV - EQUITY FUNDS as of Q2 2023
As of 30 Jun 2023 VANGUARD WELLESLEY INCOME INV - EQUITY FUNDS had 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 143,571 shares of stock of the company.
Largest 7 holders included Fairfield Financial Advisors, LTD, WOODSTOCK CORP, Fulton Bank, N.A., Strategic Investment Solutions, Inc. /IL, Coston, McIsaac & Partners, RE Dickinson Investment Advisors, LLC, and MOTCO.
This table shows 7 institutional shareholders of the security as of 30 Jun 2023.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.