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 | 592,947 | 40,512 | 1.16% | 1.05% | 1 | +159,786 | 36.89% | Q2 2026 | Jul 22, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 74,276 | 5,074 | 0.18% | 0.18% | 2 | +584 | 0.79% | Q2 2026 | Jul 21, 2026 |
| CRA Financial Services, LLC | History | Added to | 30,452 | 2,080 | 0.24% | 0.24% | 3 | +1,280 | 4.39% | Q2 2026 | Jul 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 10,000 | 683 | 0.0% | — | 4 | +10,000 | New | Q2 2026 | Aug 14, 2026 |
| Fiduciary Alliance LLC | History | Added to | 5,289 | 361 | 0.02% | 0.02% | 5 | +789 | 17.53% | Q2 2026 | Jul 20, 2026 |
| CITADEL ADVISORS LLC | History | New | 4,205 | 287 | 0.0% | — | 6 | +4,205 | New | Q2 2026 | Sep 02, 2026 |
| Ancora Advisors LLC | History | Added to | 865 | 59 | 0.0% | 0.0% | 7 | +481 | 125.26% | Q2 2026 | Aug 14, 2026 |
| Hara Capital LLC | History | No change | 300 | 20 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |