VBCA — Vanguard Wellesley Income Fd Institutional Holders · Q2 2026
Who owns Vanguard Wellesley Income Fd (VBCA)? 8 institutions reported holding $25.63M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Hills Bank & Trust Co ($24.0M), Kohmann Bosshard Financial Services, LLC ($802,276), Indivisible Partners ($268,093).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hills Bank & Trust Co | $24.0M | 317,164 | New |
| 2 | Kohmann Bosshard Financial Services, LLC | $802,276 | 10,603 | New |
| 3 | Indivisible Partners | $268,093 | 3,543 | New |
| 4 | Meredith Wealth Planning | $249,695 | 3,300 | New |
| 5 | Physician Wealth Advisors, Inc. | $210,728 | 2,785 | New |
| 6 | HARBOR INVESTMENT ADVISORY, LLC | $100,256 | 1,325 | New |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $0 | 0 | Exited |
| 8 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30