Who owns Vanguard Wellesley Income Fund Admiral Shares?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of VWIAX from SEC Form 13F filings across 5 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 5 institutions disclosed 14,578 shares of Vanguard Wellesley Income Fund Admiral Shares worth $911,097 — about 0% of shares outstanding; the largest disclosed holder is RICHARDSON FINANCIAL SERVICES INC.. Source: SEC Form 13F filings, parsed by EvidInvest.
5
13F holders
$911,097
value, 2026 filers
0%
of shares outstanding (14,578 sh)
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of VWIAX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | RICHARDSON FINANCIAL SERVICES INC. | 6,538 | $408,746 | 0.2% | 0% | 0.0% |
| 2 | Arvest Bank Trust Division | 4,269 | $266,942 | 0.0% | 0% | 0.0% |
| 3 | Financial Gravity Companies, Inc.NEW | 3,536 | $221,044 | 0.0% | 0% | new |
| 4 | Coston, McIsaac & Partners | 198 | $12,000 | 0.0% | 0% | +1.0% |
| 5 | Westside Investment Management, Inc. | 37 | $2,365 | 0.0% | 0% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.