Q1 2023 13F Holders as of 3/31/2023
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Type / Class
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Equity / EQUITY FUNDS
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Number of holders
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5
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Total 13F shares, excl. options
-
20.5K
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Shares change
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+37
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Total reported value, excl. options
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$503K
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Value change
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+$904
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Number of buys
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2
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Price
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$24.58
Significant Holders of VANGUARD WELLESLEY INCOME INV - EQUITY FUNDS as of Q1 2023
6 filings reported holding 921938106 - VANGUARD WELLESLEY INCOME INV - EQUITY FUNDS as of Q1 2023.
VANGUARD WELLESLEY INCOME INV - EQUITY FUNDS has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 20.5K shares
.
Largest 6 shareholders include Fairfield Financial Advisors, LTD (117K shares), Fulton Bank, N.A. (8.65K shares), Strategic Investment Solutions, Inc. /IL (5.17K shares), Coston, McIsaac & Partners (3.21K shares), RE Dickinson Investment Advisors, LLC (2.73K shares), and MOTCO (756 shares).
This table shows the top 5 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.