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Vanguard Wellesley Income shares owned by Warner Financial

Quarter-by-quarter ownership of Vanguard Wellesley Income (VDIG) shares owned by Warner Financial from 13F filings

Historical chart of Warner Financial investment in Vanguard Wellesley Income

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

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Quarterly reported holdings in Vanguard Wellesley Income by Warner Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $706k 11k 62.46

More positions owned by Warner Financial

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr 7-10 Yr Trsy Bd (IEF)

View all positions for Warner Financial

Top funds holding Vanguard Wellesley Income

Cambridge Investment Research Advisors
Warner Financial
Fiduciary Alliance
Essex Financial Services
Silverlake Wealth Management
Advisor Group Holdings
Ancora Advisors
Harbor Investment Advisory
Allied Private Wealth

View all funds holding Vanguard Wellesley Income