VANGUARD WELLESLEY INCOME FD
CUSIP 921938403
Vanguard Wellesley Income Fd has 6 institutional holders in Filings Flow’s 13F database, together reporting 41.1K shares worth $906,630 as of Q1 2026. The largest reported holders are Citadel Advisors LLC, Warner Financial, Inc, and Fiduciary Alliance LLC.
Institutional Holders
6
Q1 2026
Reported Value
$906,630
Ticker
unmapped
private placement or foreign
Quarters Tracked
3
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| WARNER FINANCIAL, INC$340M AUM | 0.21% | $706,352 | 11.3K | Q2 2026 |
| Stokes Capital Advisors, LLC$446M AUM | 0.06% | $245,809 | 4.0K | Q4 2025OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.05% | $215,931 | 3.8K | Q1 2026OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.02% | $269,710 | 4.5K | Q1 2026OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.01% | $223,607 | 3.9K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.00% | $24,986 | 400 | Q2 2026 |
| Ancora Advisors LLC$4.7B AUM | 0.00% | $26,206 | 460 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $169,724 | 3.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $1M | 16.6K | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.