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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
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 $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evergreen Wealth Solutions's BSV Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Vanguard Short-Term Bond ETF (BSV) stake by 590% in Q1 2026, buying an estimated $7.23M and bringing the position to 107,342 shares worth $8.42M. The position accounts for 0.6% of the portfolio, ranked #35.

Evergreen Wealth Solutions first reported a position in BSV in Q4 2025 and has held it in 2 quarters since. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Evergreen Wealth Solutions held 107,342 shares of Vanguard Short-Term Bond ETF worth $8.42M as of Q1 2026.
  • Evergreen Wealth Solutions bought 91,785 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $7.23M.
  • Vanguard Short-Term Bond ETF made up 0.6% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #35 holding.
  • Evergreen Wealth Solutions first reported a position in Vanguard Short-Term Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.