HolderBook

VANGUARD WELLESLEY INCOME FD (VBCE)

Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.

4
Reporting holders
$28.5M
Reported value
0.0%
Held as options
+1
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

FilerValueShares Their book Held Change
Hills Bank & Trust Co$27.1M358,0021.15%newNEW
JANE STREET GROUP, LLC$1.4M18,9040.00%2q-52.9%-$1.6M
HARBOUR INVESTMENTS, INC.$28.0K3710.00%2q+40.0%+$8.0K
UBS Group AG$15120.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 20264$28.5M377,2792110.0%
Q1 20263$4.0M53,4643000.0%