13FBOX
VANGUARD WELLESLEY INCOME FD · 13F Institutional Holdings
Options Calculator Rankings
V

VANGUARD WELLESLEY INCOME FD

VBCA
Institutions
6
Combined AUM (Q2 2026)
$25.6M
Combined Shares (Q2 2026)
338,720
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+338,720
6 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-51,935
2 · 2 Exit · ≈
⚖️ Net
+286,785
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$25.6M
Institutions
6
New Buys
6
Adds
0
Reduces
0
Exits
2
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Hills Bank & Trust Co
1.02%#1$24.0M317,164$00+317,164New Buy
Kohmann Bosshard Financial Services, LLC
0.07%#2$802,27610,603$00+10,603New Buy
Indivisible Partners
0.02%#5$268,0933,543$00+3,543New Buy
Meredith Wealth Planning
0.06%#3$249,6953,300$00+3,300New Buy
Physician Wealth Advisors, Inc.
0.03%#4$210,7282,785$00+2,785New Buy
HARBOR INVESTMENT ADVISORY, LLC
0.01%#6$100,2561,325$00+1,325New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow