VBCC VANGUARD WELLESLEY INCOME FD: institutional ownership and insider trading

7 funds reported holding $25.0M of VANGUARD WELLESLEY INCOME FD in their latest 13F filings; in Q2 2026 funds net bought $20.2M, with 3 new positions and 2 funds selling out.

Largest institutional holders of VBCC

  1. Hills Bank & Trust Co — $24.0M
  2. Concurrent Investment Advisors, LLC — $333K
  3. Sowell Financial Services LLC — $276K
  4. Advisory Services Network, LLC — $210K
  5. HARBOR INVESTMENT ADVISORY, LLC — $98.1K
  6. Physician Wealth Advisors, Inc. — $59.7K
  7. HARBOUR INVESTMENTS, INC. — $20.0K

Who owns the most VBCC stock?

The largest institutional holders of VANGUARD WELLESLEY INCOME FD in the latest 13F filings are Hills Bank & Trust Co ($24.0M), Concurrent Investment Advisors, LLC ($333K), Sowell Financial Services LLC ($276K).

All VBCC 13F holders