Institutional Ownership
Vanguard Wellesley Income Fd
CUSIP 921938502WELLINGTON U SVUSGQ1 2026
Institutional Holders
2
13F filers
Shares Held
10.5K
Aggregate institutional
Institutional Value
$605.3K
Q1 2026
Net New Holders
+1
1 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions1
Increased0
Decreased1
Sold out0
Institutional Holders
2 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Citadel Advisors LLC | 5.7K | $315.6K | −3.9K | Reduced |
| 2 | Fiduciary Alliance LLC | 4.7K | $289.6K | +4.7K | New |