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

VANGUARD WELLESLEY INCOME FD

VUSV
Institutions
8
Combined AUM (Q2 2026)
$49.1M
Combined Shares (Q2 2026)
718,334
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+177,125
7 · 2 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-0
0 · 0 Exit · ≈
⚖️ Net
+177,125
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$49.1M
Institutions
8
New Buys
2
Adds
5
Reduces
0
Exits
0
Unchanged
1
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Confluence Wealth Services, Inc.
1.16%1.05%#1$40.5M592,947$27.0M433,161+159,786+36.89%Add
ST GERMAIN D J CO INC
0.18%0.18%#3$5.1M74,276$4.6M73,692+584+0.79%Add
CRA Financial Services, LLC
0.24%0.24%#2$2.1M30,452$1.8M29,172+1,280+4.39%Add
GOLDMAN SACHS GROUP INC
<0.01%#7$683,24310,000$00+10,000New Buy
Fiduciary Alliance LLC
0.02%0.02%#4$361,3675,289$292,2234,500+789+17.53%Add
CITADEL ADVISORS LLC
<0.01%#8$287,3044,205$00+4,205New Buy
Ancora Advisors LLC
<0.01%<0.01%#6$59,096865$23,916384+481+125.26%Add
Hara Capital LLC
0.01%0.01%#5$20,497300$18,68430000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow