Who owns VANGUARD WELLESLEY INCOME FD?

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Analyze quarterly positions in Vanguard Wellesley Income with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Vanguard Wellesley Income stock

Who bought or sold VANGUARD WELLESLEY INCOME FD this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Hills Bank And Trust Company 317k $24M 100% Jun 2026
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Kohmann Bosshard Financial Services 11k $802k 100% Jun 2026
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Diversify Advisory Services 9.2k $691k 100% Sep 2026
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Diversify Wealth Management 9.2k $691k 100% Sep 2026
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National Asset Management 5.0k $374k 100% Sep 2026
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Sowell Financial Services 3.8k $284k 100% Sep 2026
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UMA Financial Services 3.6k $271k 29% Sep 2026
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Meredith Wealth Planning 3.4k $260k 5% Sep 2026
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Harbor Investment Advisory 1.3k $100k 0% Sep 2026
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Who sold out of Vanguard Wellesley Income?

Fund or Company Name Date Sold Shares Held Valued At
Jane Street Mar 2026 35k $2.7M
Susquehanna International Mar 2026 17k $1.2M
Indivisible Partners Jun 2026 3.5k $268k