CUSIP 921938205
VANGUARD WELLESLEY INCOME ADMIRAL
10 institutions · $6.8M total · 98,808 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Strategic Investment Solutions, Inc. /IL | 74,101 | $4.4M | 74.99% | 2023-12-31 |
| 2 | RICHARDSON FINANCIAL SERVICES INC. | 6,538 | $1.4M | 6.61% | 2025-12-31 |
| 3 | TRUST CO OF TOLEDO NA /OH/ | 6,120 | $364.1K | 6.19% | 2023-09-30 |
| 4 | Arvest Bank Trust Division | 4,269 | $263.2K | 4.32% | 2025-12-31 |
| 5 | Financial Gravity Companies, Inc. | 3,322 | $206.7K | 3.36% | 2025-06-30 |
| 6 | Financial Gravity Asset Management, Inc. | 2,519 | $155.3K | 2.54% | 2025-12-31 |
| 7 | Livelsberger Financial Advisory | 454 | $27.5K | 0.45% | 2024-03-31 |
| 8 | Westside Investment Management, Inc. | 37 | $2.3K | 0.03% | 2025-12-31 |
| 9 | Coston, McIsaac & Partners | 853 | $52 | 0.86% | 2025-12-31 |
| 10 | RE Dickinson Investment Advisors, LLC | 595 | $35 | 0.60% | 2023-09-30 |