VANGUARD WELLESLEY INCOME FUND - VDIG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | History | New | 16,650 | 1,021 | 0.0% | — | 1 | +16,650 | New | Q4 2025 | Feb 17, 2026 |
| Stokes Capital Advisors, LLC | History | New | 4,006 | 245 | 0.06% | — | 2 | +4,006 | New | Q4 2025 | Jan 12, 2026 |
| Ancora Advisors LLC | History | New | 3,710 | 227 | 0.0% | — | 3 | +3,710 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 179 | 10 | 0.0% | — | 4 | +179 | New | Q4 2025 | Feb 17, 2026 |