VANGUARD WELLESLEY INCOME FUND - VUSG
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 | Added to | 10,851 | 699 | 0.0% | 0.0% | 1 | +5,113 | 89.11% | Q2 2026 | Sep 02, 2026 |
| Fiduciary Alliance LLC | History | Added to | 5,408 | 348 | 0.02% | 0.02% | 2 | +688 | 14.58% | Q2 2026 | Jul 20, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 4,557 | 293 | 0.03% | — | 3 | +4,557 | New | Q2 2026 | Jul 09, 2026 |