VWIAX
Vanguard Wellesley Income Fund Admiral Shares
1W: -0.9%
1M: -4.1%
3M: -4.0%
YTD: -2.3%
1Y: -5.4%
3Y: +18.2%
5Y: +8.7%
$60.44
+0.07 (+0.12%)
Weekly Expected Move ±0.9%
$59
$60
$60
$61
$61
Institutional Ownership — VWIAX
5
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
1
New Positions
1
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (7 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | RICHARDSON FINANCIAL SERVICES INC. | 6,538 | $395K | — | +0.0% | 5Q | SEC ↗ |
| 2 | Arvest Bank Trust Division | 4,269 | $258K | — | +0.0% | 4Q | SEC ↗ |
| 3 | McIlrath & Eck, LLC NEW | 3,547 | $214K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Financial Gravity Companies, Inc. NEW | 3,536 | $214K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Financial Gravity Asset Management, In | 3,510 | $212K | +991 | +39.3% | 3Q | SEC ↗ |
| 6 | Coston, McIsaac & Partners | 198 | $12K | +2 | +1.0% | 16Q | SEC ↗ |
| 7 | Westside Investment Management, Inc. | 37 | $2K | — | +0.0% | 22Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| McIlrath & Eck, LLC | 3,547 | $214K |
| Financial Gravity Companies, Inc. | 3,536 | $214K |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Financial Gravity Asset Management, | +991 | +39.3% | 3,510 |
| Coston, McIsaac & Partners | +2 | +1.0% | 198 |
Biggest Decreases (0)
None.