4 institutions reported holding $48.0M of VANGUARD WELLESLEY INCOME FD (VUSV) in SEC 13F filings for 2026-06-30. Largest institutional holders: Confluence Wealth Services, Inc. ($40.5M), ST GERMAIN D J CO INC ($5.1M), CRA Financial Services, LLC ($2.1M), Fiduciary Alliance LLC ($361,367). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Confluence Wealth Services, Inc. | $40.5M | 592,947 | Added |
| 2 | ST GERMAIN D J CO INC | $5.1M | 74,276 | Added |
| 3 | CRA Financial Services, LLC | $2.1M | 30,452 | Added |
| 4 | Fiduciary Alliance LLC | $361,367 | 5,289 | Added |
Source: SEC Form 13F filings · as of 2026-06-30