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 | Reduced | 5,738 | 315 | 0.0% | 0.0% | 1 | -3,863 | -40.24% | Q1 2026 | May 15, 2026 |
| Fiduciary Alliance LLC | History | New | 4,720 | 289 | 0.02% | — | 2 | +4,720 | New | Q1 2026 | Apr 20, 2026 |