Institutional Ownership
Vanguard Wellesley Income Fd
CUSIP 921938403WELLINGTON DIVIDVDIGQ1 2026
Institutional Holders
6
13F filers
Shares Held
41.1K
Aggregate institutional
Institutional Value
$906.6K
Q1 2026
Net New Holders
+2
4 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions4
Increased1
Decreased1
Sold out2
Institutional Holders
6 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Fiduciary Alliance LLC | 4.5K | $269.7K | +4.5K | New |
| 2 | Essex Financial Services, Inc. | 3.9K | $223.6K | +3.9K | New |
| 3 | Silverlake Wealth Management LLC | 3.8K | $215.9K | +3.8K | New |
| 4 | Osaic Holdings, Inc. | 3.0K | $169.7K | +2.8K | Added |
| 5 | Ancora Advisors LLC | 460 | $26.2K | −3.3K | Reduced |
| 6 | Cambridge Investment Research Advisors, Inc. | 25.5K | $1.5K | +25.5K | New |