CUSIP 921938601
VANGUARD WELLESLEY INCOME FD
4 institutions · $25.6M total · 408,296 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Confluence Wealth Services, Inc. | 398,801 | $25.0M | 97.67% | 2025-12-31 |
| 2 | CRA Financial Services, LLC | 8,842 | $553.9K | 2.16% | 2025-12-31 |
| 3 | Ancora Advisors, LLC | 352 | $22.1K | 0.08% | 2025-12-31 |
| 4 | UBS Group AG | 301 | $18.9K | 0.07% | 2025-12-31 |