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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$73.6K Buy
945
+71
+8% +$5.54K 0.04% 254
2026
Q1
$68.5K Buy
874
+106
+14% +$8.35K 0.05% 222
2025
Q4
$60.5K Buy
768
+50
+7% +$3.94K 0.05% 220
2025
Q3
$56.7K Buy
718
+14
+2% +$1.1K 0.06% 192
2025
Q2
$55.4K Buy
+704
New +$55K 0.07% 171

Other funds holding BSV

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

Evolution Wealth Management increased its Vanguard Short-Term Bond ETF (BSV) stake by 8.1% in Q2 2026, buying an estimated $5.54K and bringing the position to 945 shares worth $73.6K. The position accounts for 0.04% of the portfolio, ranked #254.

Evolution Wealth Management first reported a position in BSV in Q2 2025 and has held it in 5 quarters since. 1,352 funds tracked by Wall St. Rank hold BSV as of Q2 2026.

  • Evolution Wealth Management held 945 shares of Vanguard Short-Term Bond ETF worth $73.6K as of Q2 2026.
  • Evolution Wealth Management bought 71 Vanguard Short-Term Bond ETF shares in Q2 2026, an estimated $5.54K.
  • Vanguard Short-Term Bond ETF made up 0.04% of Evolution Wealth Management's portfolio in Q2 2026, its #254 holding.
  • Evolution Wealth Management first reported a position in Vanguard Short-Term Bond ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.