DOSSIER · 13F Holders · Q2 2026
VUSV

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 921938601·7 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$49M
visible holders
Holders
7
filers reporting
Concentration
83.03%
Confluence Wealth Services, Inc. #1
top holder share
AI Holders Summary · Q2 2026

7 institutions reported VUSV in Q2 2026. Confluence Wealth Services, Inc. leads at 83.0% 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
$41M593K1.16%Q2 2026
02
ST GERMAIN D J CO INC
CIK 0000831571
$5M74K0.18%Q2 2026
03
CRA Financial Services, LLC
CIK 0001765594
$2M30K0.24%Q2 2026
04
GOLDMAN SACHS GROUP INC
CIK 0000886982
$683K10K0.00%Q2 2026
05
Fiduciary Alliance LLC
CIK 0001954805
$361K5K0.02%Q2 2026
06
Ancora Advisors LLC
CIK 0001446114
$59K8650.00%Q2 2026
07
Hara Capital LLC
CIK 0002010015
$20K3000.01%Q2 2026