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Vanguard Wellesley Income shares owned by Fiduciary Alliance

Quarter-by-quarter ownership of Vanguard Wellesley Income (VUSV) shares owned by Fiduciary Alliance from 13F filings

Historical chart of Fiduciary Alliance investment in Vanguard Wellesley Income

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

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Quarterly reported holdings in Vanguard Wellesley Income by Fiduciary Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $292k 4.5k 64.94

More positions owned by Fiduciary Alliance

Apple Stock (AAPL)
Microsoft Stock (MSFT)
Nvidia Corporation Stock (NVDA)
Amazon Stock (AMZN)
JPMorgan Chase Stock (JPM)
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)
State Street Spdr S&p 500 Etf Etf (SPY)
SPDR S&P World ex-US Etf (SPDW)
Alphabet CL A Stock (GOOGL)
iShares S&P Small Cap ETF Etf (IJR)
Berkshire Hathaway CL B Stock (BRK.B)
Alibaba Group Hldg Adr (BABA)
Schwab U.S. Large-Cap Growth Etf (SCHG)
Conocophillips Stock (COP)
Intel Stock (INTC)

View all positions for Fiduciary Alliance

Top funds holding Vanguard Wellesley Income

Confluence Wealth Services
D. J. St. Germain
CRA Financial Services
Fiduciary Alliance
Ancora Advisors
Hara Capital

View all funds holding Vanguard Wellesley Income