DOSSIER · 13F Holders · Q2 2026
VBCE

VANGUARD WELLESLEY INCOME FD

7 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 921938866·7 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$31M
visible holders
Holders
7
filers reporting
Concentration
87.23%
Hills Bank & Trust Co #1
top holder share
AI Holders Summary · Q2 2026

7 institutions reported VBCE in Q2 2026. Hills Bank & Trust Co leads at 87.2% 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
$27M358K1.15%Q2 2026
02
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M40K0.00%Q1 2026
03
TD Waterhouse Canada Inc.
CIK 0001999606
$757K10K0.00%Q3 2026
04
Farther Finance Advisors, LLC
CIK 0001992825
$92K1K0.00%Q3 2026
05
Physician Wealth Advisors, Inc.
CIK 0001795173
$59K8060.01%Q3 2026
06
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$28K3710.00%Q2 2026
07
UBS Group AG
CIK 0001610520
$15120.00%Q2 2026