EWS
BSV icon

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

Evergreen Wealth Solutions’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 		$5.23M Sell
67,361
-39,981
-37% -$3.12M 0.27% 66
2026
Q1 		$8.42M Buy
107,342
+91,785
+590% +$7.23M 0.6% 35
2025
Q4 		$1.23M Buy
+15,557
New +$1.23M 0.17% 66

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Evergreen Wealth Solutions reduced its Vanguard Short-Term Bond ETF (BSV) stake by 37% in Q2 2026, selling an estimated $3.12M and leaving 67,361 shares worth $5.23M. The position accounts for 0.27% of the portfolio, ranked #66.

Evergreen Wealth Solutions first reported a position in BSV in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.42M in Q1 2026. 1,356 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Evergreen Wealth Solutions held 67,361 shares of Vanguard Short-Term Bond ETF worth $5.23M as of Q2 2026.
  • Evergreen Wealth Solutions sold 39,981 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $3.12M.
  • Vanguard Short-Term Bond ETF made up 0.27% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #66 holding.
  • Evergreen Wealth Solutions first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Solutions's Vanguard Short-Term Bond ETF position peaked at $8.42M in Q1 2026.
  • 1,356 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.