DOSSIER · 13F Holders · Q1 2026
VDIG

VANGUARD WELLESLEY INCOME FD

12 institutions still hold VANGUARD WELLESLEY INCOME FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921938403·12 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$5M
visible holders
Holders
12
filers reporting
Concentration
30.26%
Cambridge Investment Research Advisors, Inc. #1
top holder share
AI Holders Summary · Q1 2026

12 institutions reported VDIG in Q1 2026. Cambridge Investment Research Advisors, Inc. leads at 30.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M25K0.00%Q1 2026
02
CITADEL ADVISORS LLC
CIK 0001423053
$1M17K0.00%Q4 2025
03
WARNER FINANCIAL, INC
CIK 0001927175
$706K11K0.21%Q2 2026
04
Essex Financial Services, Inc.
CIK 0001315785
$568K9K0.03%Q2 2026
05
OSAIC HOLDINGS, INC.
CIK 0001677044
$327K5K0.00%Q2 2026
06
Fiduciary Alliance LLC
CIK 0001954805
$324K5K0.02%Q2 2026
07
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$251K4K0.00%Q2 2026
08
IMA Advisory Services, Inc.
CIK 0001455495
$62K1K0.00%Q2 2026
09
Ancora Advisors LLC
CIK 0001446114
$60K9550.00%Q2 2026
10
HARBOR INVESTMENT ADVISORY, LLC
CIK 0001468792
$25K4000.00%Q2 2026
11
Allied Private Wealth LLC
CIK 0002132253
$756120.00%Q2 2026
12
VANGUARD ADVISERS INC
CIK 0000947529
$37560.00%Q2 2026