Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / EQUITY FUNDS
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Number of holders
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4
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Total 13F shares, excl. options
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9.87K
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Shares change
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-4.63K
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Total reported value, excl. options
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$592K
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Value change
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-$278K
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Number of buys
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2
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Number of sells
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-1
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Price
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$59.99
Significant Holders of VANGUARD WELLESLEY INCOME ADMIRAL - EQUITY FUNDS as of Q4 2024
4 filings reported holding 921938205 - VANGUARD WELLESLEY INCOME ADMIRAL - EQUITY FUNDS as of Q4 2024.
VANGUARD WELLESLEY INCOME ADMIRAL - EQUITY FUNDS has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 9.87K shares
.
Largest 4 shareholders include RICHARDSON FINANCIAL SERVICES INC. (6.27K shares), Financial Gravity Companies, Inc. (3.54K shares), Westside Investment Management, Inc. (37 shares), and Coston, McIsaac & Partners (28 shares).
This table shows the top 4 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.