VANGUARD WELLESLEY INCOME FD (VUSG)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
3
Reporting holders
$1.3M
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | $699.5K | 10,851 | 0.00% | 3q | +89.1%+$329.6K |
| Fiduciary Alliance LLC | $348.6K | 5,408 | 0.02% | 2q | +14.6%+$44.3K |
| SeaCrest Wealth Management, LLC | $293.7K | 4,557 | 0.03% | 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 | 3 | $1.3M | 20,816 | 1 | 2 | 0 | 0.0% |
| Q1 2026 | 2 | $605.3K | 10,458 | 1 | 0 | 1 | 0.0% |
| Q4 2025 | 1 | $584.0K | 9,601 | 1 | 0 | 0 | 0.0% |