VWIAX — Vanguard Wellesley Income Admiral Institutional Holders · Q2 2026
Who owns Vanguard Wellesley Income Admiral (VWIAX)? 5 institutions reported holding $911,097 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Richardson Financial Services Inc. ($408,746), Arvest Bank Trust Division ($266,942), Financial Gravity Companies, Inc. ($221,044).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | RICHARDSON FINANCIAL SERVICES INC. | $408,746 | 6,538 | Hold |
| 2 | Arvest Bank Trust Division | $266,942 | 4,269 | Hold |
| 3 | Financial Gravity Companies, Inc. | $221,044 | 3,536 | Added |
| 4 | Coston, McIsaac & Partners | $12,000 | 198 | Added |
| 5 | Westside Investment Management, Inc. | $2,365 | 37 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30