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 | Added to | 433,161 | 26,977 | 1.05% | 1.03% | 1 | +34,360 | 8.62% | Q1 2026 | May 07, 2026 |
| ST GERMAIN D J CO INC | History | New | 73,692 | 4,589 | 0.18% | — | 2 | +73,692 | New | Q1 2026 | Apr 13, 2026 |
| CRA Financial Services, LLC | History | Added to | 29,172 | 1,816 | 0.24% | 0.07% | 3 | +20,330 | 229.93% | Q1 2026 | Apr 09, 2026 |
| Fiduciary Alliance LLC | History | New | 4,500 | 292 | 0.02% | — | 4 | +4,500 | New | Q1 2026 | Apr 20, 2026 |
| Ancora Advisors LLC | History | Added to | 384 | 23 | 0.0% | 0.0% | 5 | +32 | 9.09% | Q1 2026 | May 15, 2026 |
| Hara Capital LLC | History | New | 300 | 18 | 0.01% | — | 6 | +300 | New | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -301 | -100.0% | Q1 2026 | May 05, 2026 |