VANGUARD WELLESLEY INCOME FD (VDIG)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
11
Reporting holders
$2.9M
Reported value
0.0%
Held as options
+6
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 |
|---|---|---|---|---|---|
| WARNER FINANCIAL, INC | $706.4K | 11,308 | 0.21% | new | NEW |
| CITADEL ADVISORS LLC | $591.9K | 9,476 | 0.00% | new | NEW |
| Essex Financial Services, Inc. | $568.1K | 9,095 | 0.03% | 2q | +131.7%+$322.9K |
| OSAIC HOLDINGS, INC. | $326.6K | 5,229 | 0.00% | 3q | +75.5%+$140.5K |
| Fiduciary Alliance LLC | $323.8K | 5,184 | 0.02% | 2q | +15.2%+$42.7K |
| AQR CAPITAL MANAGEMENT LLC | $251.4K | 4,025 | 0.00% | new | NEW |
| IMA Advisory Services, Inc. | $62.5K | 1,000 | 0.00% | new | NEW |
| Ancora Advisors LLC | $59.7K | 955 | 0.00% | 3q | +107.6%+$30.9K |
| HARBOR INVESTMENT ADVISORY, LLC | $25.0K | 400 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $1.6K | 25,733 | 0.00% | 2q | +1.0% |
| Allied Private Wealth LLC | $756 | 12 | 0.00% | new | FIRST |
| VANGUARD ADVISERS INC | $375 | 6 | 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 | 11 | $2.9M | 46,690 | 6 | 4 | 0 | 0.0% |
| Q1 2026 | 5 | $905.2K | 15,654 | 3 | 1 | 1 | 0.0% |
| Q4 2025 | 4 | $1.5M | 24,545 | 4 | 0 | 0 | 0.0% |