VANGUARD WELLESLEY INCOME FD (VBCI)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
4
Reporting holders
$6.4M
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 |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.0M | 26,804 | 0.00% | 2q | -27.7%-$779.5K |
| CITADEL ADVISORS LLC | $1.8M | 23,899 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $1.8M | 23,510 | 0.00% | 2q | -42.8%-$1.3M |
| Kohmann Bosshard Financial Services, LLC | $801.1K | 10,579 | 0.07% | new | NEW |
| Platt Wealth Management LLC | $395 | 5,220 | 0.32% | 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 | 4 | $6.4M | 84,792 | 2 | 0 | 2 | 0.0% |
| Q1 2026 | 2 | $5.9M | 78,172 | 2 | 0 | 0 | 0.0% |