VUSV VANGUARD WELLESLEY INCOME FD
FollowCMN (fund)
8 managers (8 13F filers) reported a position in VUSV shares at 2026-06-30, 718,334 shares in all. 2 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 2
- Added
- 5
- Reduced
- 0
- Sold out
- 0
- Shares held by filers
- 718,334
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 |
|---|---|---|---|---|---|
| Confluence Wealth Services, Inc. | 592,947 | $40.5M | 1.16% | +159,786 | 13F-HRTimeline |
| ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC | 74,276 | $5.07M | 0.18% | +584 | 13F-HRTimelineGroup |
| CRA Financial Services, LLC | 30,452 | $2.08M | 0.24% | +1,280 | 13F-HRTimeline |
| GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC | 10,000 | $683K | <0.01% | new | 13F-HRTimelineGroup |
| Fiduciary Alliance LLC | 5,289 | $361K | 0.02% | +789 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 4,205 | $287K | <0.01% | new | 13F-HRTimelineGroup |
| Ancora Advisors LLCin group Ancora Advisors LLC | 865 | $59.1K | <0.01% | +481 | 13F-HRTimelineGroup |
| Hara Capital LLC | 300 | $20.5K | 0.01% | 0 | 13F-HRTimeline |