VUSV VANGUARD WELLESLEY INCOME FD: institutional ownership and insider trading

8 funds reported holding $49.3M of VANGUARD WELLESLEY INCOME FD in their latest 13F filings; in Q2 2026 funds net bought $12.1M, with 2 new positions and 0 funds selling out.

Famous investors holding VUSV

Largest institutional holders of VUSV

  1. Confluence Wealth Services, Inc. — $40.5M
  2. ST GERMAIN D J CO INC — $5.07M
  3. CRA Financial Services, LLC — $2.22M
  4. GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) — $683K
  5. Fiduciary Alliance LLC — $408K
  6. CITADEL ADVISORS LLC — $287K
  7. Ancora Advisors LLC — $59.1K
  8. Hara Capital LLC — $20.5K

All VUSV 13F holders