Vault-13

VANGUARD WELLESLEY INCOME FD VDIG

WELLI DIVID ETF · ETP · CUSIP 921938403

12 institutional holders +6 vs Q1 2026
72,42372.4k shares reported held*
$4.5mreported value*
6 new 5 added 0 reduced 1 sold out net bought ≈ $2.0m (+31.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $62.46.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

051015Q4 25: 4Q1 26: 6Q2 26: 1212Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q4 20254
Q1 20266
Q2 202612

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
20020Q1 26: 5 bought or addedQ1 26: 3 cut or sold outQ1 26Q2 26: 11 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 202653
Q2 2026111

Biggest buyers

WARNER FINANCIAL, INC New +11,308+11.3k
CITADEL ADVISORS LLC New +9,476+9.5k
Essex Financial Services, Inc. Added +5,170+5.2k
AQR CAPITAL MANAGEMENT LLC New +4,025+4.0k
OSAIC HOLDINGS, INC. Added +2,250+2.2k
IMA Advisory Services, Inc. New +1,000+1.0k
Fiduciary Alliance LLC Added +684+684
Ancora Advisors LLC Added +495+495
HARBOR INVESTMENT ADVISORY, LLC New +400+400
Cambridge Investment Research Advisors, Inc. Added +246+246

Biggest sellers

SILVERLAKE WEALTH MANAGEMENT LLC Sold out -3,790-3.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 25,73325.7k $1.6m $1.6m 0.00% Added +246 +246
2 WARNER FINANCIAL, INC 0.21% of their portfolio BETHESDA, MD 11,30811.3k $706.4k $706.4k 0.21% New
3 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 9,4769.5k $591.9k $591.9k 0.00% New
4 Essex Financial Services, Inc. 0.03% of their portfolio ESSEX, CT 9,0959.1k $568.1k $568.1k 0.03% Added +5.2k +5,170
5 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 5,2295.2k $326.6k $326.6k 0.00% Added +2.2k +2,250
6 Fiduciary Alliance LLC 0.02% of their portfolio GREENVILLE, SC 5,1845.2k $323.8k $323.8k 0.02% Added +684 +684
7 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 4,0254.0k $251.4k $251.4k 0.00% New
8 IMA Advisory Services, Inc. 0.00% of their portfolio DENVER, CO 1,0001.0k $62.5k $62.5k 0.00% New
9 Ancora Advisors LLC 0.00% of their portfolio Cleveland, OH 955955 $59.7k $59.7k 0.00% Added +495 +495
10 HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio LUTHERVILLE, MD 400400 $25.0k $25.0k 0.00% New
11 Allied Private Wealth LLC 0.00% of their portfolio BOCA RATON, FL 1212 $756 $756 0.00% First filing
12 VANGUARD ADVISERS INC 0.00% of their portfolio Malvern, PA 66 $375 $375 0.00% New