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Evolution Advisers’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Evolution Advisers’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 		$19.8M Buy
252,921
+19,844
+9% +$1.56M 8.36% 5
2025
Q4 		$18.4M Buy
233,077
+11,098
+5% +$876K 7.95% 5
2025
Q3 		$17.6M Buy
221,979
+15,169
+7% +$1.19M 7.89% 5
2025
Q2 		$16.3M Buy
206,810
+3,992
+2% +$312K 7.98% 5
2025
Q1 		$15.7M Buy
202,818
+10,988
+6% +$853K 8.27% 5
2024
Q4 		$14.8M Buy
191,830
+10,501
+6% +$815K 8.1% 5
2024
Q3 		$14.3M Buy
181,329
+2,395
+1% +$187K 7.77% 5
2024
Q2 		$13.7M Buy
178,934
+11,841
+7% +$903K 7.89% 5
2024
Q1 		$12.8M Buy
167,093
+6,965
+4% +$534K 7.56% 5
2023
Q4 		$12.3M Buy
160,128
+2,321
+1% +$176K 7.86% 5
2023
Q3 		$11.9M Buy
157,807
+5,969
+4% +$450K 8.59% 5
2023
Q2 		$11.5M Sell
151,838
-726
-0.5% -$55.3K 8.1% 5
2023
Q1 		$11.7M Buy
152,564
+8,107
+6% +$614K 8.39% 5
2022
Q4 		$10.9M Buy
144,457
+5,131
+4% +$385K 8.46% 5
2022
Q3 		$10.4M Sell
139,326
-715
-0.5% -$54.6K 9.08% 5
2022
Q2 		$10.8M Buy
140,041
+2,754
+2% +$212K 8.81% 5
2022
Q1 		$10.7M Buy
137,287
+4,725
+4% +$375K 7.91% 5
2021
Q4 		$10.7M Buy
+132,562
New +$10.8M 7.88% 5

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

Evolution Advisers's BSV Position: Q1 2026 in Review

Evolution Advisers increased its Vanguard Short-Term Bond ETF (BSV) stake by 8.5% in Q1 2026, buying an estimated $1.56M and bringing the position to 252,921 shares worth $19.8M. The position accounts for 8.36% of the portfolio, ranked #5.

Evolution Advisers first reported a position in BSV in Q4 2021 and has held it in 18 quarters since. 1,335 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Evolution Advisers held 252,921 shares of Vanguard Short-Term Bond ETF worth $19.8M as of Q1 2026.
  • Evolution Advisers bought 19,844 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $1.56M.
  • Vanguard Short-Term Bond ETF made up 8.36% of Evolution Advisers's portfolio in Q1 2026, its #5 holding.
  • Evolution Advisers first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,335 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Evolution Advisers's 13F filing for Q1 2026, filed 1 May 2026.