DOSSIER · 13F Holders · Q3 2026
VUSV

VANGUARD WELLESLEY INCOME FD

9 institutions still hold VANGUARD WELLESLEY INCOME FD as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 921938601·9 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$61M
visible holders
Holders
9
filers reporting
Concentration
84.65%
Confluence Wealth Services, Inc. #1
top holder share
AI Holders Summary · Q3 2026

9 institutions reported VUSV in Q3 2026. Confluence Wealth Services, Inc. leads at 84.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Confluence Wealth Services, Inc.
CIK 0001910411
$52M754K1.36%Q3 2026
02
ST GERMAIN D J CO INC
CIK 0000831571
$5M74K0.18%Q2 2026
03
CRA Financial Services, LLC
CIK 0001765594
$2M32K0.25%Q3 2026
04
GOLDMAN SACHS GROUP INC
CIK 0000886982
$683K10K0.00%Q2 2026
05
Fiduciary Alliance LLC
CIK 0001954805
$408K6K0.03%Q3 2026
06
Financial Security Advisor, Inc.
CIK 0001997602
$391K6K0.07%Q3 2026
07
CITADEL ADVISORS LLC
CIK 0001423053
$287K4K0.00%Q2 2026
08
J.W. COLE ADVISORS, INC.
CIK 0001404763
$257K4K0.00%Q3 2026
09
Ancora Advisors LLC
CIK 0001446114
$59K8650.00%Q2 2026