VANGUARD WELLESLEY INCOME FD (VUSV)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
8
Reporting holders
$49.1M
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 |
|---|---|---|---|---|---|
| Confluence Wealth Services, Inc. | $40.5M | 592,947 | 1.16% | 3q | +36.9%+$10.9M |
| ST GERMAIN D J CO INC | $5.1M | 74,276 | 0.18% | 2q | +0.8%+$39.9K |
| CRA Financial Services, LLC | $2.1M | 30,452 | 0.24% | 3q | +4.4%+$87.5K |
| GOLDMAN SACHS GROUP INC | $683.2K | 10,000 | 0.00% | new | NEW |
| Fiduciary Alliance LLC | $361.4K | 5,289 | 0.02% | 2q | +17.5%+$53.9K |
| CITADEL ADVISORS LLC | $287.3K | 4,205 | 0.00% | new | NEW |
| Ancora Advisors LLC | $59.1K | 865 | 0.00% | 3q | +125.3%+$32.9K |
| Hara Capital LLC | $20.5K | 300 | 0.01% | 2q | HELD |
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 | 8 | $49.1M | 718,334 | 2 | 5 | 0 | 0.0% |
| Q1 2026 | 6 | $33.7M | 541,209 | 3 | 3 | 0 | 0.0% |
| Q4 2025 | 4 | $25.6M | 408,296 | 4 | 0 | 0 | 0.0% |