DOSSIER · 13F Holders · Q2 2026

VANGUARD WELLESLEY INCOME ADMIRAL

7 institutions still hold VANGUARD WELLESLEY INCOME ADMIRAL as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921938205·7 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1M
visible holders
Holders
7
filers reporting
Concentration
29.55%
RICHARDSON FINANCIAL SERVICES INC. #1
top holder share
AI Holders Summary · Q2 2026

7 institutions reported VANGUARD WELLESLEY INCOME ADMIRAL in Q2 2026. RICHARDSON FINANCIAL SERVICES INC. leads at 29.5% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
RICHARDSON FINANCIAL SERVICES INC.
CIK 0002012303
$409K7K0.23%Q2 2026
02
Arvest Bank Trust Division
CIK 0001625959
$267K4K0.01%Q2 2026
03
Financial Gravity Companies, Inc.
CIK 0001377167
$221K4K0.04%Q2 2026
04
McIlrath & Eck, LLC
CIK 0001701714
$217K4K0.02%Q1 2026
05
Financial Gravity Asset Management, Inc.
CIK 0001741736
$215K4K0.04%Q1 2026
06
Coston, McIsaac & Partners
CIK 0001945037
$52K8530.01%Q4 2025
07
Westside Investment Management, Inc.
CIK 0001538383
$2K370.00%Q2 2026