DOSSIER · 13F Holders · Q4 2025
VUSG

VANGUARD WELLESLEY INCOME FD

3 institutions still hold VANGUARD WELLESLEY INCOME FD as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921938502·3 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$1M
visible holders
Holders
3
filers reporting
Concentration
47.62%
CITADEL ADVISORS LLC #1
top holder share
AI Holders Summary · Q4 2025

3 institutions reported VUSG in Q4 2025. CITADEL ADVISORS LLC leads at 47.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CITADEL ADVISORS LLC
CIK 0001423053
$584K10K0.00%Q4 2025
02
Fiduciary Alliance LLC
CIK 0001954805
$349K5K0.02%Q2 2026
03
SeaCrest Wealth Management, LLC
CIK 0001728121
$294K5K0.03%Q2 2026