Vanguard Wellesley Income Fund (VDIG) institutional ownership
VANGUARD WELLESLEY INCOME FUND · 13F, 2026Q2
| Managers holding | 12 |
|---|---|
| Shares held | 72,423 |
| Reported value | $4.5m |
| Quarter flows | 7 new, 5 added, 0 trimmed, 1 exited |
Top 12 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 25,733 | $1.6m | 0.0% |
| WARNER FINANCIAL, INC | 11,308 | $706,352 | 0.2% |
| CITADEL ADVISORS LLC | 9,476 | $591,916 | 0.0% |
| Essex Financial Services, Inc. | 9,095 | $568,117 | 0.0% |
| OSAIC HOLDINGS, INC. | 5,229 | $326,617 | 0.0% |
| Fiduciary Alliance LLC | 5,184 | $323,818 | 0.0% |
| AQR CAPITAL MANAGEMENT LLC | 4,025 | $251,421 | 0.0% |
| IMA Advisory Services, Inc. | 1,000 | $62,465 | 0.0% |
| Ancora Advisors LLC | 955 | $59,654 | 0.0% |
| HARBOR INVESTMENT ADVISORY, LLC | 400 | $24,986 | 0.0% |
| Allied Private Wealth LLC | 12 | $756 | 0.0% |
| VANGUARD ADVISERS INC | 6 | $375 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("VDIG"). VDIG price history · All 13F data