Evergreen Capital Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Evergreen Capital Management’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$522K	Hold	6,701	–	–	0.01%	874
2026 Q1	$525K	Sell	6,701 -317	-5%	-$25K	0.01%	759
2025 Q4	$553K	Hold	7,018	–	–	0.01%	687
2025 Q3	$554K	Hold	7,018	–	–	0.01%	614
2025 Q2	$552K	Buy	+7,018	New	+$549K	0.02%	522
2025 Q1	–	Sell	-2,691	Closed	-$208K	–	1102
2024 Q4	$208K	Hold	2,691	–	–	0.01%	975
2024 Q3	$212K	Sell	2,691 -1,728	-39%	-$135K	0.01%	907
2024 Q2	$339K	Hold	4,419	–	–	0.01%	614
2024 Q1	$339K	Hold	4,419	–	–	0.01%	589
2023 Q4	$340K	Hold	4,419	–	–	0.01%	538
2023 Q3	$332K	Hold	4,419	–	–	0.01%	521
2023 Q2	$334K	Hold	4,419	–	–	0.01%	518
2023 Q1	$338K	Buy	4,419 +508	+13%	+$38.5K	0.02%	474
2022 Q4	$294K	Hold	3,911	–	–	0.01%	493
2022 Q3	$293K	Sell	3,911 -175	-4%	-$13.4K	0.02%	453
2022 Q2	$314K	Hold	4,086	–	–	0.02%	415
2022 Q1	$318K	Sell	4,086 -466	-10%	-$37K	0.01%	470
2021 Q4	$368K	Buy	4,552 +1,314	+41%	+$107K	0.01%	426
2021 Q3	$265K	Sell	3,238 -380	-11%	-$31.2K	0.01%	472
2021 Q2	$297K	Hold	3,618	–	–	0.01%	418
2021 Q1	$297K	Sell	3,618 -625	-15%	-$51.6K	0.02%	399
2020 Q4	$352K	Buy	4,243 +390	+10%	+$32.3K	0.02%	324
2020 Q3	$320K	Buy	+3,853	New	+$320K	0.02%	321
2020 Q1	–	Sell	-3,000	Closed	-$242K	–	397
2019 Q4	$242K	Buy	+3,000	New	+$242K	0.02%	390

Other funds holding BSV

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evergreen Capital Management's BSV Position: Q2 2026 in Review

Evergreen Capital Management held its Vanguard Short-Term Bond ETF (BSV) position steady in Q2 2026 at 6,701 shares worth $522K. The position accounts for 0.01% of the portfolio, ranked #874.

Evergreen Capital Management first reported a position in BSV in Q4 2019 and has held it in 24 quarters since. The position peaked at $554K in Q3 2025. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Evergreen Capital Management held 6,701 shares of Vanguard Short-Term Bond ETF worth $522K as of Q2 2026.
Evergreen Capital Management left its Vanguard Short-Term Bond ETF share count unchanged in Q2 2026.
Vanguard Short-Term Bond ETF made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #874 holding.
Evergreen Capital Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2019 and has held it in 24 quarters since.
Evergreen Capital Management's Vanguard Short-Term Bond ETF position peaked at $554K in Q3 2025.
1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.