VANGUARD WELLESLEY INCOME FD WELLI DIVID ETF is a security (CUSIP 921938403) tracked across SEC portfolio filings. 8 institutional managers reported $1.5M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| WARNER FINANCIAL, INC | BETHESDA, MD | $706K | 11,308 |
| Fiduciary Alliance LLC | GREENVILLE, SC | $324K | 5,184 |
| Essex Financial Services, Inc. | ESSEX, CT | $224K | 3,925 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $170K | 2,979 |
| Ancora Advisors, LLC | Cleveland, OH | $26K | 460 |
| HARBOR INVESTMENT ADVISORY, LLC | LUTHERVILLE, MD | $25K | 400 |
| Cambridge Investment Research Advisors, Inc. | FAIRFIELD, IA | $2K | 25,733 |
| Allied Private Wealth LLC | BOCA RATON, FL | $756 | 12 |