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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 921938403

VANGUARD WELLESLEY INCOME FD

4 institutions · $1.5M total · 24,545 shares

#ManagerSharesValue% of TotalPeriod
1CITADEL ADVISORS LLC16,650$1.0M67.83%2025-12-31
2Stokes Capital Advisors, LLC4,006$245.8K16.32%2025-12-31
3Ancora Advisors, LLC3,710$227.6K15.11%2025-12-31
4ADVISOR GROUP HOLDINGS, INC.179$11.0K0.72%2025-12-31