VWINX

Vanguard Wellesley Inc-InvETF$25.74 0.19%
UnclassifiedCUSIP 921938106· EOD Sep 11, 2026

Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was McIlrath & Eck, LLC (new position).

Tracked 13F holders
4
2 in Q2 2026 filings
13F value (tracked)
$612K
13F moves · latest Q
2 added
0 reduced

Price & smart-money activity

$25.74 0.19%5Y -14.1%
$22.55$24.58$26.60$28.62$30.652021202220232024202520262
Hover for who · click for detailEnd-of-day closing prices52w $25.01 – $26.92

Who owns VWINX?

4 tracked 13F filers · ranked by shares held

4 tracked 13F filers disclose a position in VWINX as of the latest SEC 13F filings, a combined $612K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Fulton Bank, N.A.9K
$219K
Held
Q1 2026
2McIlrath & Eck, LLC7K
$182K
New
+7K sh
Q1 2026
3Vermillion Wealth Management, Inc.5K
$118K
Added
Added · +5K sh
Q2 2026
4Coston, McIsaac & Partners4K
$93K
+0.5%
Added · +19 sh
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is VWINX being bought or sold by institutions?

Last quarter, 1 fund opened a new position in VWINX and 1 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
1
fund took a first position
Added
1
added to an existing position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own VWINX also own

CompanyCo-held byTheir position there
Vanguard Growth ETFVUG2 funds$72.1M
Dimensional Short DurationDFSD2 funds$69.5M
Vanguard Value ETFVTV2 funds$59.9M
Dimensional International CoDFAI2 funds$54.3M
Microsoft CorpMSFT2 funds$49.6M
Fidelity High Dividend ETFFDVV2 funds$40.7M
Vanguard Large-Cap ETFVV2 funds$39.4M
International Core Equity 2DFIEX2 funds$31.5M
Apple IncAAPL2 funds$29.5M
Vanguard Dividend Apprec ETFVIG2 funds$26.5M
Vanguard Total Stock MKT ETFVTI2 funds$25.8M
Schwab Intl Equity ETFSCHF2 funds$25.2M

Ranked by how many of VWINX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in VWINX.

Institutional ownership over time

2 tracked filers in Q2 2026 filingsstill filing
035Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $211K
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
VDIGWELLINGTON DIVID10 funds$2.5M
VBCAUIE8 funds$29.5M
VUSVWELLINGTON U S7 funds$48.3M
VBCFUIE6 funds$35.1M
VBCDUIE6 funds$31.8M
VBCBUIE6 funds$29.1M
VWIAXOPEN END TAXABLE NO LOAD FUND6 funds$1.1M
VBCCTARGET MATURITY5 funds$28.2M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for VWINX

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Ask your agent what changed in VWINX

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/VWINX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for VWINX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for VWINX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.