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Vanguard Wellesley Income shares owned by UMA Financial Services

Quarter-by-quarter ownership of Vanguard Wellesley Income (VBCF) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Vanguard Wellesley Income

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellesley Income held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellesley Income by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-09-30 $58k 806 72.38

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Isha I In Te Etf (BAI)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for UMA Financial Services

Top funds holding Vanguard Wellesley Income

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

View all funds holding Vanguard Wellesley Income