VWINX
Vanguard Wellesley Income Fund Investor Shares
1W: -0.3%
1M: -4.4%
3M: -1.9%
YTD: -1.6%
1Y: +1.6%
3Y: +17.9%
5Y: +15.7%
$25.34
+0.06 (+0.24%)
Weekly Expected Move ±1.2%
$24
$25
$25
$25
$26
Institutional Ownership — VWINX
5
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
1M
Total Invested
1
New Positions
2
Increased
0
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (7 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Fairfield Financial Advisors, LTD | 33,108 | $839K | +592 | +1.8% | 7Q | SEC ↗ |
| 2 | FULTON BANK, N.A. | 8,647 | $219K | — | +0.0% | 30Q | SEC ↗ |
| 3 | Coston, McIsaac & Partners | 3,564 | $90K | +109 | +3.2% | 14Q | SEC ↗ |
| 4 | Financially Speaking Inc | 2,921 | $74K | — | +0.0% | 3Q | SEC ↗ |
| 5 | Kohmann Bosshard Financial Services, L NEW | 274 | $7K | — | +0.0% | 1Q | SEC ↗ |
| 6 | Hurley Capital, LLC | 0 | $0K | -2,010 | -100.0% | 1Q | SEC ↗ |
| 7 | Vermillion Wealth Management, Inc. | 0 | $0K | -4,581 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Kohmann Bosshard Financial Services | 274 | $7K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Vermillion Wealth Management, Inc. | 4,581 | $116K |
| Hurley Capital, LLC | 2,010 | $51K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Fairfield Financial Advisors, LTD | +592 | +1.8% | 33,108 |
| Coston, McIsaac & Partners | +109 | +3.2% | 3,564 |
Biggest Decreases (0)
None.