VWINX

VANGUARD WELLESLEY INCOME FD

Institutional Ownership · Q4 2025

Filing: Q4 2025

VANGUARD WELLESLEY INCOME FD (VWINX) is held by 16 institutional investors with combined holdings of $31M. Major holders include Confluence Wealth Service, CITADEL ADVISORS LLC, RICHARDSON FINANCIAL SERV.

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Institutional Holders

Total Value

$30.8M

Ownership %

—

🏦 Top Institutional Holders

Confluence Wealth Services, Inc.

RICHARDSON FINANCIAL SERVICES INC.

6.5K shares

$1.4M

Fairfield Financial Advisors, LTD

33.1K shares

$842.6K

CRA Financial Services, LLC

8.8K shares

$553.9K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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