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Vanguard Wellesley Income shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Vanguard Wellesley Income (VBCD) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Vanguard Wellesley Income

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellesley Income held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellesley Income by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $329k 4.5k 73.30

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View all positions for Concurrent Investment Advisors

Top funds holding Vanguard Wellesley Income

Hills Bank And Trust Company
Citadel Advisors
Kohmann Bosshard Financial Services
Jane Street
Concurrent Investment Advisors
Sowell Financial Services
UMA Financial Services
Harbour Investments

View all funds holding Vanguard Wellesley Income