VUSV VANGUARD WELLESLEY INCOME FD
FollowCMN (fund)
6 managers (6 13F filers) reported a position in VUSV shares at 2026-03-31, 541,209 shares in all. 3 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 6
- 13F filers
- 6
- New
- 3
- Added
- 3
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 541,209
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 |
|---|---|---|---|---|---|
| Confluence Wealth Services, Inc. | 433,161 | $27M | 1.05% | +34,360 | 13F-HRTimeline |
| ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC | 73,692 | $4.59M | 0.18% | new | 13F-HRTimelineGroup |
| CRA Financial Services, LLC | 29,172 | $1.82M | 0.24% | +20,330 | 13F-HRTimeline |
| Fiduciary Alliance LLC | 4,500 | $292K | 0.02% | new | 13F-HRTimeline |
| Ancora Advisors LLCin group Ancora Advisors LLC | 384 | $23.9K | <0.01% | +32 | 13F-HRTimelineGroup |
| Hara Capital LLC | 300 | $18.7K | 0.01% | new | 13F-HRTimeline |