DOSSIER · 13F Holders · Q2 2026
VBCD

VANGUARD WELLESLEY INCOME FD

8 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 921938874·8 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$30M
visible holders
Holders
8
filers reporting
Concentration
80.57%
Hills Bank & Trust Co #1
top holder share
AI Holders Summary · Q2 2026

8 institutions reported VBCD in Q2 2026. Hills Bank & Trust Co leads at 80.6% 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 2026
02
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M36K0.00%Q1 2026
03
CITADEL ADVISORS LLC
CIK 0001423053
$2M20K0.00%Q2 2026
04
Kohmann Bosshard Financial Services, LLC
CIK 0001696615
$859K11K0.07%Q2 2026
05
Concurrent Investment Advisors, LLC
CIK 0002001015
$329K4K0.00%Q3 2026
06
Sowell Financial Services LLC
CIK 0001633697
$247K3K0.01%Q3 2026
07
Physician Wealth Advisors, Inc.
CIK 0001795173
$59K8060.01%Q3 2026
08
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$28K3710.00%Q2 2026