Institutional Ownership
Vanguard Wellesley Income Fd
CUSIP 921938403WELLINGTON DIVIDVDIGQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
6
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Fiduciary Alliance LLC | 4.5K | $269.7K |
| 2 | Essex Financial Services, Inc. | 3.9K | $223.6K |
| 3 | Silverlake Wealth Management LLC | 3.8K | $215.9K |
| 4 | Osaic Holdings, Inc. | 3.0K | $169.7K |
| 5 | Ancora Advisors LLC | 460 | $26.2K |
| 6 | Cambridge Investment Research Advisors, Inc. | 25.5K | $1.5K |