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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | History | New | 25,487 | 1,452 | 0.0% | — | 1 | +25,487 | New | Q1 2026 | Apr 30, 2026 |
| Fiduciary Alliance LLC | History | New | 4,500 | 269 | 0.02% | — | 2 | +4,500 | New | Q1 2026 | Apr 20, 2026 |
| Essex Financial Services, Inc. | History | New | 3,925 | 223 | 0.01% | — | 3 | +3,925 | New | Q1 2026 | Apr 24, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 3,790 | 215 | 0.04% | — | 4 | +3,790 | New | Q1 2026 | Apr 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,979 | 169 | 0.0% | 0.0% | 5 | +2,800 | 1564.25% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Reduced | 460 | 26 | 0.0% | 0.0% | 6 | -3,250 | -87.6% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,650 | -100.0% | Q1 2026 | May 15, 2026 |
| Stokes Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,006 | -100.0% | Q1 2026 | Apr 23, 2026 |