VDIG VANGUARD WELLESLEY INCOME FD
FollowINDX FD (fund)
12 managers (12 13F filers) reported a position in VDIG shares at 2026-06-30, 72,423 shares in all. 6 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 12
- 13F filers
- 12
- New
- 6
- Added
- 5
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 72,423
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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors,… | 25,733 | $1.61M | <0.01% | +246 | 13F-HR/ATimeline |
| WARNER FINANCIAL, INC | 11,308 | $706K | 0.21% | new | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 9,476 | $592K | <0.01% | new | 13F-HRTimelineGroup |
| Essex Financial Services, Inc.in group Essex Financial Services, Inc. | 9,095 | $568K | 0.03% | +5,170 | 13F-HRTimelineGroup |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 5,229 | $327K | <0.01% | +2,250 | 13F-HRTimelineGroup |
| Fiduciary Alliance LLC | 5,184 | $324K | 0.02% | +684 | 13F-HRTimeline |
| AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC | 4,025 | $251K | <0.01% | new | 13F-HRTimelineGroup |
| IMA Advisory Services, Inc. | 1,000 | $62.5K | <0.01% | new | 13F-HRTimeline |
| Ancora Advisors LLCin group Ancora Advisors LLC | 955 | $59.7K | <0.01% | +495 | 13F-HRTimelineGroup |
| HARBOR INVESTMENT ADVISORY, LLC | 400 | $25K | <0.01% | new | 13F-HRTimeline |
| Allied Private Wealth LLC | 12 | $756 | <0.01% | 13F-HRTimeline | |
| VANGUARD ADVISERS INCin group VANGUARD GROUP INC | 6 | $375 | <0.01% | new | 13F-HRTimelineGroup |