HolderBook

VANGUARD WELLESLEY INCOME FD (VBCH)

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

3
Reporting holders
$437.3K
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
SUSQUEHANNA INTERNATIONAL GROUP, LLP$428.9K5,6720.00%2q-85.1%-$2.4M
HARBOUR INVESTMENTS, INC.$8.0K1060.00%newNEW
Platt Wealth Management LLC$3134,1410.25%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 20263$437.3K9,9192010.0%
Q1 20262$5.8M77,5202000.0%