VBCA VANGUARD WELLESLEY INCOME FD
FollowTARGET MATURITY (fund)
6 managers (6 13F filers) reported a position in VBCA shares at 2026-06-30, 338,720 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 6
- Added
- 0
- Reduced
- 0
- Sold out
- 2
- Shares held by filers
- 338,720
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Hills Bank & Trust Coin group Hills Bank & Trust Co | 317,164 | $24M | 1.02% | new | 13F-HRTimelineGroup |
| Kohmann Bosshard Financial Services, LLC | 10,603 | $802K | 0.07% | new | 13F-HRTimeline |
| Indivisible Partners | 3,543 | $268K | 0.02% | new | 13F-HRTimeline |
| Meredith Wealth Planning | 3,300 | $250K | 0.06% | new | 13F-HRTimeline |
| Physician Wealth Advisors, Inc. | 2,785 | $211K | 0.03% | new | 13F-HRTimeline |
| HARBOR INVESTMENT ADVISORY, LLC | 1,325 | $100K | 0.01% | new | 13F-HRTimeline |