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

Evergreen Wealth 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 		$2.21M Buy
28,421
+1,206
+4% +$94.1K 1.04% 32
2026
Q1 		$2.13M Buy
27,215
+466
+2% +$36.7K 1.1% 32
2025
Q4 		$2.11M Buy
26,749
+958
+4% +$75.6K 1.06% 31
2025
Q3 		$2.04M Sell
25,791
-22,720
-47% -$1.79M 1.07% 30
2025
Q2 		$3.82M Sell
48,511
-1,101
-2% -$86.1K 2.14% 17
2025
Q1 		$3.88M Buy
49,612
+2,248
+5% +$175K 2.32% 15
2024
Q4 		$3.66M Buy
47,364
+1,191
+3% +$92.4K 2.16% 16
2024
Q3 		$3.63M Sell
46,173
-42,961
-48% -$3.35M 2.19% 18
2024
Q2 		$6.84M Hold
89,134
– – 4.53% 3
2024
Q1 		$6.83M Hold
89,134
– – 4.63% 3
2023
Q4 		$6.87M Sell
89,134
-54,121
-38% -$4.1M 5.05% 3
2023
Q3 		$10.8M Sell
143,255
-38,419
-21% -$2.9M 8.51% 1
2023
Q2 		$13.7M Buy
181,674
+25,204
+16% +$1.92M 10.75% 1
2023
Q1 		$12M Buy
156,470
+92,778
+146% +$7.03M 10.63% 1
2022
Q4 		$4.79M Buy
+63,692
New +$4.78M 4.41% 6

Other funds holding BSV

TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Evergreen Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 4.4% in Q2 2026, buying an estimated $94.1K and bringing the position to 28,421 shares worth $2.21M. The position accounts for 1.04% of the portfolio, ranked #32.

Evergreen Wealth Management first reported a position in BSV in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.7M in Q2 2023. 686 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Evergreen Wealth Management held 28,421 shares of Vanguard Short-Term Bond ETF worth $2.21M as of Q2 2026.
  • Evergreen Wealth Management bought 1,206 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $94.1K.
  • Vanguard Short-Term Bond ETF made up 1.04% of Evergreen Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Evergreen Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • Evergreen Wealth Management's Vanguard Short-Term Bond ETF position peaked at $13.7M in Q2 2023.
  • 686 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.