# VANGUARD WELLESLEY INCOME FD (VUSV)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/VUSV/

- Reporting holders: 8
- Reported value: $49.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Confluence Wealth Services, Inc.](https://holderbook.com/funds/1910411-confluence-wealth-services-inc/) | $40.5M | 592,947 | 1.2% | 3 |
| [ST GERMAIN D J CO INC](https://holderbook.com/funds/831571-st-germain-d-j-co-inc/) | $5.1M | 74,276 | 0.2% | 2 |
| [CRA Financial Services, LLC](https://holderbook.com/funds/1765594-cra-financial-services-llc/) | $2.1M | 30,452 | 0.2% | 3 |
| [GOLDMAN SACHS GROUP INC](https://holderbook.com/funds/886982-goldman-sachs-group-inc/) | $683.2K | 10,000 | 0.0% | 1 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $574.6K | 8,410 | 0.0% | 1 |
| [Fiduciary Alliance LLC](https://holderbook.com/funds/1954805-fiduciary-alliance-llc/) | $361.4K | 5,289 | 0.0% | 2 |
| [Ancora Advisors LLC](https://holderbook.com/funds/1446114-ancora-advisors-llc/) | $59.1K | 865 | 0.0% | 3 |
| [Hara Capital LLC](https://holderbook.com/funds/2010015-hara-capital-llc/) | $20.5K | 300 | 0.0% | 2 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 8 | $49.4M |
| Q1 2026 | 6 | $33.7M |
| Q4 2025 | 4 | $25.6M |