VWINX — Vanguard Wellesley Income Inv Institutional Holders · Q2 2026
Who owns Vanguard Wellesley Income Inv (VWINX)? 5 institutions reported holding $434,395 in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Fulton Bank, N.A. ($223,202), Vermillion Wealth Management, Inc. ($118,193), Coston, McIsaac & Partners ($93,000).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | $223,202 | 8,647 | Hold |
| 2 | Vermillion Wealth Management, Inc. | $118,193 | 4,579 | New |
| 3 | Coston, McIsaac & Partners | $93,000 | 3,604 | Added |
| 4 | Fairfield Financial Advisors, LTD | $0 | 0 | Exited |
| 5 | Phillip James Consulting Co. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30