DOSSIER · 13F Holders · Q2 2026
VUSG

VANGUARD WELLESLEY INCOME FD

3 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 921938502·3 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1M
visible holders
Holders
3
filers reporting
Concentration
49.98%
CITADEL ADVISORS LLC #1
top holder share
AI Holders Summary · Q2 2026

3 institutions reported VUSG in Q2 2026. CITADEL ADVISORS LLC leads at 50.0% 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
$699K11K0.00%Q2 2026
02
Fiduciary Alliance LLC
CIK 0001954805
$406K6K0.03%Q3 2026
03
SeaCrest Wealth Management, LLC
CIK 0001728121
$294K5K0.03%Q2 2026