VUSV — Vanguard Wellesley Income Fd Institutional Holders · Q2 2026
Who owns Vanguard Wellesley Income Fd (VUSV)? 8 institutions reported holding $49.08M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Confluence Wealth Services, Inc. ($40.5M), St Germain D J Co Inc ($5.1M), CRA Financial Services, LLC ($2.1M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Confluence Wealth Services, Inc. | $40.5M | 592,947 | Added |
| 2 | ST GERMAIN D J CO INC | $5.1M | 74,276 | Added |
| 3 | CRA Financial Services, LLC | $2.1M | 30,452 | Added |
| 4 | GOLDMAN SACHS GROUP INC | $683,243 | 10,000 | New |
| 5 | Fiduciary Alliance LLC | $361,367 | 5,289 | Added |
| 6 | CITADEL ADVISORS LLC | $287,304 | 4,205 | New |
| 7 | Ancora Advisors LLC | $59,096 | 865 | Added |
| 8 | Hara Capital LLC | $20,497 | 300 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30