VBCA VANGUARD WELLESLEY INCOME FD: institutional ownership and insider trading
10 funds reported holding $27.7M of VANGUARD WELLESLEY INCOME FD in their latest 13F filings; in Q2 2026 funds net bought $21.7M, with 6 new positions and 2 funds selling out.
Largest institutional holders of VBCA
- Hills Bank & Trust Co — $24.0M
- Kohmann Bosshard Financial Services, LLC — $802K
- Diversify Advisory Services, LLC — $691K
- DIVERSIFY WEALTH MANAGEMENT, LLC — $691K
- B. Riley Wealth Advisors, Inc. — $374K
- Sowell Financial Services LLC — $284K
- Physician Wealth Advisors, Inc. — $270K
- Indivisible Partners — $268K
- Meredith Wealth Planning — $260K
- HARBOR INVESTMENT ADVISORY, LLC — $100.0K