VWINX
Vanguard Wellesley Income Fund Investor Shares
1W: -0.9%
1M: -4.1%
3M: -4.0%
YTD: -2.3%
1Y: -5.4%
3Y: +18.1%
5Y: +8.4%
$24.95
+0.03 (+0.12%)
Weekly Expected Move ±0.9%
$24
$25
$25
$25
$25
Institutional Ownership — VWINX
5
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
1
New Positions
1
Increased
2
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (8 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | 8,647 | 216K | — | +0.0% | 25Q | SEC ↗ |
| 2 | McIlrath & Eck, LLC NEW | 7,204 | 180K | — | +0.0% | 1Q | SEC ↗ |
| 3 | Vermillion Wealth Management, Inc. NEW | 4,579 | 114K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Coston, McIsaac & Partners | 3,604 | 90K | +19 | +0.5% | 16Q | SEC ↗ |
| 5 | Garton & Associates Financial Advisors | 0 | 0K | -1,234 | -100.0% | 1Q | SEC ↗ |
| 6 | Kohmann Bosshard Financial Services, L | 0 | 0K | -276 | -100.0% | 2Q | SEC ↗ |
| 7 | Financially Speaking Inc | 0 | 0K | -2,921 | -100.0% | 3Q | SEC ↗ |
| 8 | Fairfield Financial Advisors, LTD | 0 | 0K | -34,486 | -100.0% | 8Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| McIlrath & Eck, LLC | 7,204 | 180K |
| Vermillion Wealth Management, Inc. | 4,579 | 114K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Fairfield Financial Advisors, LTD | 34,486 | 860K |
| Financially Speaking Inc | 2,921 | 73K |
| Garton & Associates Financial Advis | 1,234 | 31K |
| Kohmann Bosshard Financial Services | 276 | 7K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Coston, McIsaac & Partners | +19 | +0.5% | 3,604 |
Biggest Decreases (0)
None.