CUSIP 921938106
VANGUARD WELLESLEY INCOME INV
15 institutions · $1.8M total · 92,383 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Fairfield Financial Advisors, LTD | 33,108 | $842.6K | 35.83% | 2025-12-31 |
| 2 | Fulton Bank, N.A. | 8,647 | $220.1K | 9.35% | 2025-12-31 |
| 3 | WOODSTOCK CORP | 8,848 | $217.3K | 9.57% | 2023-09-30 |
| 4 | Strategic Investment Solutions, Inc. /IL | 5,211 | $130.3K | 5.64% | 2023-12-31 |
| 5 | Vermillion Wealth Management, Inc. | 4,581 | $120.3K | 4.95% | 2025-09-30 |
| 6 | Financially Speaking Inc | 2,921 | $74.3K | 3.16% | 2025-12-31 |
| 7 | Livelsberger Financial Advisory | 2,300 | $57.4K | 2.48% | 2024-03-31 |
| 8 | Hurley Capital, LLC | 2,010 | $52.8K | 2.17% | 2025-09-30 |
| 9 | Garton & Associates Financial Advisors LLC | 1,234 | $31.4K | 1.33% | 2025-12-31 |
| 10 | RFP Financial Group LLC | 1,172 | $29.3K | 1.26% | 2024-06-30 |
| 11 | MOTCO | 756 | $17.9K | 0.81% | 2023-12-31 |
| 12 | Kohmann Bosshard Financial Services, LLC | 274 | $7.0K | 0.29% | 2025-12-31 |
| 13 | GOFEN & GLOSSBERG LLC /IL/ | 15,000 | $367 | 16.23% | 2023-03-31 |
| 14 | Coston, McIsaac & Partners | 3,564 | $90 | 3.85% | 2025-12-31 |
| 15 | RE Dickinson Investment Advisors, LLC | 2,757 | $68 | 2.98% | 2023-09-30 |