VANGUARD WELLESLEY INCOME FUND - VUSV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Confluence Wealth Services, Inc. | History | New | 398,801 | 24,982 | 1.03% | — | 1 | +398,801 | New | Q4 2025 | Jan 28, 2026 |
| CRA Financial Services, LLC | History | New | 8,842 | 553 | 0.07% | — | 2 | +8,842 | New | Q4 2025 | Jan 16, 2026 |
| Ancora Advisors LLC | History | New | 352 | 22 | 0.0% | — | 3 | +352 | New | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | New | 301 | 18 | 0.0% | — | 4 | +301 | New | Q4 2025 | Jan 29, 2026 |