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 Q2	$21M	Buy	269,333 +16,412	+6%	+$1.28M	7.71%	5
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 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

Evolution Advisers's BSV Position: Q2 2026 in Review

Evolution Advisers increased its Vanguard Short-Term Bond ETF (BSV) stake by 6.5% in Q2 2026, buying an estimated $1.28M and bringing the position to 269,333 shares worth $21M. The position accounts for 7.71% of the portfolio, ranked #5.

Evolution Advisers first reported a position in BSV in Q4 2021 and has held it in 19 quarters since. 1,359 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

Evolution Advisers held 269,333 shares of Vanguard Short-Term Bond ETF worth $21M as of Q2 2026.
Evolution Advisers bought 16,412 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $1.28M.
Vanguard Short-Term Bond ETF made up 7.71% of Evolution Advisers's portfolio in Q2 2026, its #5 holding.
Evolution Advisers first reported a position in Vanguard Short-Term Bond ETF in Q4 2021 and has held it in 19 quarters since.
1,359 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.