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Vanguard Wellesley Income Admiral

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Richardson Financial Services Inc.
UNCHANGED
Shares6,538 from 6,538
Change0 (0%)
Value$394.3K (-$14.4K)
Filed 2026-10-30
Coston, McIsaac & Partners
INCREASED
Shares200 from 198
Change+2 (+1%)
Value$12.1K (+$12.1K)
Filed 2026-11-06
Westside Investment Management, Inc.
UNCHANGED
Shares37 from 37
Change0 (0%)
Value$2.3K (-$78)
Filed 2026-11-02
Arvest Bank Trust Division
N/A
Shares— from 4,269
Change-4,269 (-100%)
Value—
Financial Gravity Companies, Inc.
N/A
Shares— from 3,536
Change-3,536 (-100%)
Value—
Status
Richardson Financial Services Inc.
UNCHANGED6,5386,53800%$408.7K$394.3K-$14.4K2026-10-30
Coston, McIsaac & Partners
INCREASED200198+2+1%$12$12.1K+$12.1K2026-11-06
Westside Investment Management, Inc.
UNCHANGED373700%$2.4K$2.3K-$782026-11-02
Arvest Bank Trust Division
N/A—4,269-4,269-100%$266.9K———
Financial Gravity Companies, Inc.
N/A—3,536-3,536-100%$221.0K———
Showing 5 of 5 institutions