Lake Point Wealth Management - Vanguard Wellesley Income Fund ownership

Vanguard Wellesley Income Fund's ticker is and the CUSIP is 921938106. A total of 4 filers reported holding Vanguard Wellesley Income Fund in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Lake Point Wealth Management ownership history of Vanguard Wellesley Income Fund
ValueSharesWeighting
Q4 2018$12,0004920.00%
Other shareholders
Vanguard Wellesley Income Fund shareholders Q3 2023
NameSharesValueWeighting ↓
Coston, McIsaac & Partners 3,194$780.03%
RE Dickinson Investment Advisors, LLC 2,712$660.03%
FULTON BANK, N.A. 8,647$2120.01%
GOFEN & GLOSSBERG LLC /IL/ 15,000$3670.01%
MOTCO 756$18,5020.00%
View complete list of Vanguard Wellesley Income Fund shareholders