Which funds hold VUSG?

As of 2026-Q2, 1 institutional funds reported holding VUSG (VANGUARD WELLESLEY INCOME FD) in SEC 13F filings, with a combined reported value of $699.46K.

How many shares of VUSG do institutions own?

13F filers reported 10.85K shares of VUSG, worth $699.46K in aggregate at the end of 2026-Q2.

Is institutional ownership of VUSG rising or falling?

Share counts moved +89.1% versus the prior quarter — accumulation.

Where does this data come from?

All figures are computed from SEC Form 13F quarterly filings, which institutional investment managers must file within 45 days of quarter end for long positions of $100,000 or more.

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VUSG — VANGUARD WELLESLEY INCOME FD

Reported value held$699.46K

Funds holding (latest)1

Sector—

Funds holding (Q2 2026)1

Institutional value$699.46K · 10.85K sh

New / Add / Cut / Exit0 / 1 / 0 / 0

Top-5 / Top-10 concentration100.0% / 100.0%

Institutional holdings change Accumulating +89.1% (+5.11K sh)

Institutional value change Up +121.6%

As of Q2 2026, 1 SEC-registered investment managers reported holding VUSG (VANGUARD WELLESLEY INCOME FD) in their latest 13F filings, with a combined reported value of $699.46K across 10.85K shares. That is +89.1% by share count (+5.11K shares) versus the previous quarter, while reported value moved +121.6%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 1 funds

Fund	Shares	Value	Portfolio Weight	Change
Citadel Advisors history	10.85K	$699.46K	0.00%	Add

Q1 2026 — 1 funds

Fund	Shares	Value	Portfolio Weight	Change
Citadel Advisors history	5.74K	$315.63K	0.00%	Reduce

Q4 2025 — 1 funds

Fund	Shares	Value	Portfolio Weight	Change
Citadel Advisors history	9.60K	$584.03K	0.00%	New

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 1 funds)

Fund	Q2 2026	Q1 2026	Q4 2025
Citadel Advisors	10.85K	5.74K	9.60K

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