Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
-
Equity / EQUITY FUNDS
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Number of holders
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6
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Total 13F shares, excl. options
-
54,130
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Shares change
-
-4,359
-
Total reported value, excl. options
-
$1,421,264
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Value change
-
-$114,499
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Number of buys
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3
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Number of sells
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-1
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Price
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$26.27
Significant Holders of VANGUARD WELLESLEY INCOME INV - EQUITY FUNDS as of Q3 2025
6 filings reported holding 921938106 - VANGUARD WELLESLEY INCOME INV - EQUITY FUNDS as of Q3 2025.
VANGUARD WELLESLEY INCOME INV - EQUITY FUNDS has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 54,130 shares
.
Largest 6 shareholders include Fairfield Financial Advisors, LTD (32,516 shares), Fulton Bank, N.A. (8,647 shares), Vermillion Wealth Management, Inc. (4,581 shares), Coston, McIsaac & Partners (3,455 shares), Financially Speaking Inc (2,921 shares), and Hurley Capital, LLC (2,010 shares).
This table shows the top 6 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.