VDIG VANGUARD WELLESLEY INCOME FD
FollowINDX FD (fund)
6 managers (6 13F filers) reported a position in VDIG shares at 2026-03-31, 41,141 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 4
- Added
- 1
- Reduced
- 1
- Sold out
- 2
- Shares held by filers
- 41,141
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, Q1 2026
Filers in the available 13F reports with a share position at 2026-03-31, 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,… | 25,487 | $1.45M | <0.01% | new | 13F-HRTimeline |
| Fiduciary Alliance LLC | 4,500 | $270K | 0.02% | new | 13F-HRTimeline |
| Essex Financial Services, Inc.in group Essex Financial Services, Inc. | 3,925 | $224K | 0.01% | new | 13F-HRTimelineGroup |
| SILVERLAKE WEALTH MANAGEMENT LLC | 3,790 | $216K | 0.05% | new | 13F-HRTimeline |
| OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC. | 2,979 | $170K | <0.01% | +2,800 | 13F-HRTimelineGroup |
| Ancora Advisors LLCin group Ancora Advisors LLC | 460 | $26.2K | <0.01% | -3,250 | 13F-HRTimelineGroup |