6 institutions reported holding $1.1M of VANGUARD WELLESLEY INCOME FUND ADMIRAL SHARES (VWIAX) in SEC 13F filings for 2026-03-31. Largest institutional holders: RICHARDSON FINANCIAL SERVICES INC. ($400,378), Arvest Bank Trust Division ($261,477), McIlrath & Eck, LLC ($217,192), Financial Gravity Asset Management, Inc. ($214,973), Coston, McIsaac & Partners ($12,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | RICHARDSON FINANCIAL SERVICES INC. | $400,378 | 6,538 | Hold |
| 2 | Arvest Bank Trust Division | $261,477 | 4,269 | Hold |
| 3 | McIlrath & Eck, LLC | $217,192 | 3,547 | New |
| 4 | Financial Gravity Asset Management, Inc. | $214,973 | 3,510 | Added |
| 5 | Coston, McIsaac & Partners | $12,000 | 196 | Trimmed |
| 6 | Westside Investment Management, Inc. | $2,322 | 37 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31