VBCB VANGUARD WELLESLEY INCOME FD: institutional ownership and insider trading

12 funds reported holding $59.1M of VANGUARD WELLESLEY INCOME FD in their latest 13F filings; in Q2 2026 funds net bought $22.5M, with 5 new positions and 1 funds selling out.

Largest institutional holders of VBCB

  1. Cornerstone Wealth Advisors, Inc. — $30.5M
  2. Hills Bank & Trust Co — $24.0M
  3. JANE STREET GROUP, LLC — $1.28M
  4. B. Riley Wealth Advisors, Inc. — $875K
  5. Kohmann Bosshard Financial Services, LLC — $801K
  6. Diversify Advisory Services, LLC — $478K
  7. DIVERSIFY WEALTH MANAGEMENT, LLC — $478K
  8. Indivisible Partners — $268K
  9. Sowell Financial Services LLC — $243K
  10. HARBOR INVESTMENT ADVISORY, LLC — $99.2K

All VBCB 13F holders