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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WARNER FINANCIAL, INC | History | New | 11,308 | 706 | 0.21% | — | 1 | +11,308 | New | Q2 2026 | Jul 09, 2026 |
| CITADEL ADVISORS LLC | History | New | 9,476 | 591 | 0.0% | — | 2 | +9,476 | New | Q2 2026 | Sep 02, 2026 |
| Essex Financial Services, Inc. | History | Added to | 9,095 | 568 | 0.03% | 0.01% | 3 | +5,170 | 131.72% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,229 | 326 | 0.0% | 0.0% | 4 | +2,250 | 75.53% | Q2 2026 | Aug 14, 2026 |
| Fiduciary Alliance LLC | History | Added to | 5,184 | 323 | 0.02% | 0.02% | 5 | +684 | 15.2% | Q2 2026 | Jul 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 4,025 | 251 | 0.0% | — | 6 | +4,025 | New | Q2 2026 | Aug 14, 2026 |
| IMA Advisory Services, Inc. | History | New | 1,000 | 62 | 0.0% | — | 7 | +1,000 | New | Q2 2026 | Aug 10, 2026 |
| Ancora Advisors LLC | History | Added to | 955 | 59 | 0.0% | 0.0% | 8 | +495 | 107.61% | Q2 2026 | Aug 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 400 | 24 | 0.0% | — | 9 | +400 | New | Q2 2026 | Jul 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -25,487 | -100.0% | Q2 2026 | Jul 27, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,790 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Allied Private Wealth LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Jul 09, 2026 |
| VANGUARD ADVISERS INC | History | New | 6 | 0 | — | — | — | +6 | New | Q2 2026 | Aug 13, 2026 |