5 institutions reported holding $434,395 of VANGUARD WELLESLEY INCOME INV (VWINX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Fulton Bank, N.A. ($223,202), Vermillion Wealth Management, Inc. ($118,193), Coston, McIsaac & Partners ($93,000), Fairfield Financial Advisors, LTD ($0), Phillip James Consulting Co. ($0). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Fulton Bank, N.A. | $223,202 | 8,647 | Hold |
| 2 | Vermillion Wealth Management, Inc. | $118,193 | 4,579 | New |
| 3 | Coston, McIsaac & Partners | $93,000 | 3,604 | Added |
| 4 | Fairfield Financial Advisors, LTD | $0 | 0 | Exited |
| 5 | Phillip James Consulting Co. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30