13F Insight
DOSSIER · 13F Holders · Q3 2026
VBCB

VANGUARD WELLESLEY INCOME FD

12 institutions still hold VANGUARD WELLESLEY INCOME FD as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921938809·12 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$61M
visible holders
Holders
12
filers reporting
Concentration
50.21%
Cornerstone Wealth Advisors, Inc. #1
top holder share
AI Holders Summary · Q3 2026

12 institutions reported VBCB in Q3 2026. Cornerstone Wealth Advisors, Inc. leads at 50.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Cornerstone Wealth Advisors, Inc.
CIK 0001862176
$30M407K6.40%Q3 202602
Hills Bank & Trust Co
CIK 0001309148
$24M317K1.02%Q2 202603
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M36K0.00%Q1 202604
B. Riley Wealth Advisors, Inc.
CIK 0001464811
$875K12K0.03%Q3 202605
Kohmann Bosshard Financial Services, LLC
CIK 0001696615
$801K11K0.07%Q2 202606
Sowell Financial Services LLC
CIK 0001633697
$487K7K0.01%Q3 202607
Diversify Advisory Services, LLC
CIK 0002021232
$478K6K0.01%Q3 202608
DIVERSIFY WEALTH MANAGEMENT, LLC
CIK 0002030780
$478K6K0.01%Q3 202609
Indivisible Partners
CIK 0002098400
$268K4K0.02%Q2 202610
HARBOR INVESTMENT ADVISORY, LLC
CIK 0001468792
$99K1K0.01%Q3 202611
Physician Wealth Advisors, Inc.
CIK 0001795173
$60K8000.01%Q3 202612
Tower Research Capital LLC (TRC)
CIK 0001533421
$7K890.00%Q2 2026