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Vanguard Wellesley Income shares owned by Diversify Wealth Management

Quarter-by-quarter ownership of Vanguard Wellesley Income (VBCB) shares owned by Diversify Wealth Management from 13F filings

Historical chart of Diversify Wealth Management investment in Vanguard Wellesley Income

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellesley Income held by Diversify Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellesley Income by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $478k 6.4k 74.95

More positions owned by Diversify Wealth Management

NVIDIA Corporation (NVDA)
Spdr Series Trust ST STR P500GRW (SPYG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust St Str P500val (SPYV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
Micron Technology (MU)

View all positions for Diversify Wealth Management

Top funds holding Vanguard Wellesley Income

Cornerstone Wealth Advisors
Hills Bank And Trust Company
Jane Street
National Asset Management
Kohmann Bosshard Financial Services
Diversify Advisory Services
Diversify Wealth Management
Sowell Financial Services
Harbor Investment Advisory
UMA Financial Services
Tower Research Capital

View all funds holding Vanguard Wellesley Income