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Vanguard Wellesley Income shares owned by Confluence Wealth Services

Quarter-by-quarter ownership of Vanguard Wellesley Income (VUSV) shares owned by Confluence Wealth Services from 13F filings

Historical chart of Confluence Wealth Services investment in Vanguard Wellesley Income

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Vanguard Wellesley Income by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $25M 399k 62.65

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)
Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)
Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)
Dimensional International Value Etf Internatnal Val (DFIV)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Dimensional U.s. Small Cap Etf Us Small Cap Etf (DFAS)
Capital Group Divid Growers Etf Shs Etf (CGDG)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)
Pimco Multisector Bond Active Exchange-traded Fund Multisector Bd (PYLD)
Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)
Dimensional World Ex U.s. Core Equity 2 Etf World Ex Us Core (DFAX)
Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)
Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

Top funds holding Vanguard Wellesley Income

Confluence Wealth Services
CRA Financial Services
Ancora Advisors
UBS Group

View all funds holding Vanguard Wellesley Income