VANGUARD WELLESLEY INCOME FUND - VUSV
Sector:
Funds
· Industry:
ETF / Fund
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Company profile
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Quarter snapshot
Latest / Compare
Q1 2026
· Q4 2025
Value (USD)
Total reported value ($000)
$33.72M
QoQ value delta ($000)
+$8.14M
(+31.83%)
Implied price effect (QoQ)
-0.55%
Shares
Total shares
541,209
QoQ shares delta
+132,913
(+32.55%)
Total shares held by funds (by quarter)
Market chart (VUSV)
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Top holders (Q1 2026)
Top 25 only
Full list
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| Confluence Wealth Services, Inc. | 26,977 | 433,161 | 1.05% |
| ST GERMAIN D J CO INC | 4,589 | 73,692 | 0.18% |
| CRA Financial Services, LLC | 1,816 | 29,172 | 0.24% |
| Fiduciary Alliance LLC | 292 | 4,500 | 0.02% |
| Ancora Advisors LLC | 23 | 384 | 0.0% |
| Hara Capital LLC | 18 | 300 | 0.01% |