Who owns VANGUARD WELLESLEY INCOME FD?
- Ticker: VUSV
- CUSIP Number: 921938601
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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 |
|---|---|---|---|---|---|
| Confluence Wealth Services | 433k | $27M | 9% | Mar 2026 |
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| D. J. St. Germain | 74k | $4.6M | 100% | Mar 2026 |
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| CRA Financial Services | 29k | $1.8M | 230% | Mar 2026 |
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| Fiduciary Alliance | 4.5k | $292k | 100% | Mar 2026 |
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| Ancora Advisors | 384.00 | $24k | 9% | Mar 2026 |
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| Hara Capital | 300.00 | $19k | 100% | Mar 2026 |
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Who sold out of Vanguard Wellesley Income?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| UBS Group | Dec 2025 | 301.00 | $19k |