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VUSV — VANGUARD WELLESLEY INCOME FD

Reported value held$989.40K
Funds holding (latest)3
Sector—
Funds holding (Q2 2026)2
Institutional value$970.55K · 14.21K sh
New / Add / Cut / Exit2 / 0 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%

As of Q2 2026, 2 SEC-registered investment managers reported holding VUSV (VANGUARD WELLESLEY INCOME FD) in their latest 13F filings, with a combined reported value of $970.55K across 14.21K shares. 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, 2 opened new positions. 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.

FundQuarterSharesValuePortfolio WeightChange
Goldman Sachs Group history Q2 2026 10.00K $683.24K 0.00% New
Citadel Advisors history Q2 2026 4.21K $287.30K 0.00% New
UBS Group AG history Q4 2025 301 $18.86K 0.00% New

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 3 funds)

FundQ4 2025Q2 2026
Goldman Sachs Group — 10.00K
Citadel Advisors — 4.21K
UBS Group AG 301 —

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