13F Insight
DOSSIER · 13F Holders · Q2 2026
VBCA

VANGUARD WELLESLEY INCOME FD

11 institutions still hold VANGUARD WELLESLEY INCOME FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921938700·11 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$30M
visible holders
Holders
11
filers reporting
Concentration
78.93%
Hills Bank & Trust Co #1
top holder share
AI Holders Summary · Q2 2026

11 institutions reported VBCA in Q2 2026. Hills Bank & Trust Co leads at 78.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Hills Bank & Trust Co
CIK 0001309148
$24M317K1.02%Q2 202602
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M35K0.00%Q1 202603
Kohmann Bosshard Financial Services, LLC
CIK 0001696615
$802K11K0.07%Q2 202604
DIVERSIFY WEALTH MANAGEMENT, LLC
CIK 0002030780
$691K9K0.01%Q3 202605
Diversify Advisory Services, LLC
CIK 0002021232
$691K9K0.01%Q3 202606
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$374K5K0.01%Q3 202607
Sowell Financial Services LLC
CIK 0001633697
$284K4K0.01%Q3 202608
Physician Wealth Advisors, Inc.
CIK 0001795173
$270K4K0.03%Q3 202609
Indivisible Partners
CIK 0002098400
$268K4K0.02%Q2 202610
Meredith Wealth Planning
CIK 0001956471
$260K3K0.06%Q3 202611
HARBOR INVESTMENT ADVISORY, LLC
CIK 0001468792
$100K1K0.01%Q3 2026