VANGUARD WELLESLEY INCOME FD (VBCB)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
6
Reporting holders
$26.5M
Reported value
0.0%
Held as options
+4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Hills Bank & Trust Co | $24.0M | 317,384 | 1.02% | new | NEW |
| JANE STREET GROUP, LLC | $1.3M | 16,985 | 0.00% | 2q | -52.6%-$1.4M |
| Kohmann Bosshard Financial Services, LLC | $800.6K | 10,591 | 0.07% | new | NEW |
| Indivisible Partners | $268.0K | 3,545 | 0.02% | new | NEW |
| HARBOR INVESTMENT ADVISORY, LLC | $100.2K | 1,325 | 0.01% | new | NEW |
| Tower Research Capital LLC (TRC) | $6.7K | 89 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 6 | $26.5M | 349,919 | 5 | 0 | 1 | 0.0% |
| Q1 2026 | 2 | $3.9M | 51,647 | 2 | 0 | 0 | 0.0% |