Who Owns VANGUARD WELLESLEY INCOME FD WELLINGTON (VWINX)? -- Institutional Holders (2026-03-31)
24 institutions reported holding $88.4M of VANGUARD WELLESLEY INCOME FD WELLINGTON (VWINX) in SEC 13F filings for 2026-03-31. Largest institutional holders: JANE STREET GROUP, LLC ($28.2M), Confluence Wealth Services, Inc. ($27.0M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($22.0M), ST GERMAIN D J CO INC ($4.6M), CRA Financial Services, LLC ($1.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | JANE STREET GROUP, LLC | $28.2M | 374,495 | New |
| 2 | Confluence Wealth Services, Inc. | $27.0M | 433,161 | Added |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $22.0M | 291,616 | New |
| 4 | ST GERMAIN D J CO INC | $4.6M | 73,692 | New |
| 5 | CRA Financial Services, LLC | $1.8M | 29,172 | Added |
| 6 | Cambridge Investment Research Advisors, Inc. | $1.5M | 25,487 | New |
| 7 | Fairfield Financial Advisors, LTD | $871,807 | 34,486 | Added |
| 8 | Fiduciary Alliance LLC | $851,565 | 13,720 | New |
| 9 | CITADEL ADVISORS LLC | $315,630 | 5,738 | Trimmed |
| 10 | Essex Financial Services, Inc. | $223,607 | 3,925 | New |
| 11 | Fulton Bank, N.A. | $218,619 | 8,647 | Hold |
| 12 | SILVERLAKE WEALTH MANAGEMENT LLC | $215,931 | 3,790 | New |
| 13 | McIlrath & Eck, LLC | $182,112 | 7,204 | New |
| 14 | OSAIC HOLDINGS, INC. | $169,724 | 2,979 | Added |
| 15 | HARBOUR INVESTMENTS, INC. | $99,909 | 1,325 | New |
| 16 | Coston, McIsaac & Partners | $90,000 | 3,585 | Added |
| 17 | Ancora Advisors LLC | $50,122 | 844 | Trimmed |
| 18 | Phillip James Consulting Co. | $42,000 | 286 | New |
| 19 | Hara Capital LLC | $18,684 | 300 | New |
| 20 | UBS Group AG | $0 | 0 | Exited |
| 21 | Financially Speaking Inc | $0 | 0 | Exited |
| 22 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
| 23 | Kohmann Bosshard Financial Services, LLC | $0 | 0 | Exited |
| 24 | Stokes Capital Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31