VANGUARD WELLESLEY INCOME FD (VBCD)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
5
Reporting holders
$27.1M
Reported value
0.0%
Held as options
+2
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 | $23.9M | 316,720 | 1.02% | new | NEW |
| CITADEL ADVISORS LLC | $1.5M | 20,476 | 0.00% | new | NEW |
| Kohmann Bosshard Financial Services, LLC | $859.2K | 11,377 | 0.07% | new | NEW |
| JANE STREET GROUP, LLC | $771.1K | 10,210 | 0.00% | 2q | -71.5%-$1.9M |
| HARBOUR INVESTMENTS, INC. | $28.0K | 371 | 0.00% | 2q | +40.0%+$8.0K |
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 | 5 | $27.1M | 359,154 | 3 | 1 | 1 | 0.0% |
| Q1 2026 | 3 | $5.5M | 73,150 | 3 | 0 | 0 | 0.0% |