BLV — VANGUARD LONG-TERM BOND INDEX FUND

Ownership history in Evolution Advisers, Inc.  ·  16 quarters on record

This page tracks every 13F SEC filing in which Evolution Advisers, Inc. reported a position in VANGUARD LONG-TERM BOND INDEX FUND (BLV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.44% (2021 Q4)
Avg. % of fund
4.54%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
16
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 129,995 +7,662 +6.3% 4.15% $9.2M $69.00
2025 Q2 ADDED 122,333 +2,665 +2.2% 4.17% $8.5M $67.16
2025 Q1 ADDED 119,668 +23,375 +24.3% 4.39% $8.3M $67.21
2024 Q4 REDUCED 96,293 -13,087 -12.0% 3.60% $6.6M $64.83
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BLV price (monthly, adj. close)

Other funds also holding BLV

As of 2025 Q4 — sorted by position size

METROPOLITAN LIFE INSURANCE CO/NY 3Y 7Y 12.64% Platt Investment Counsel, LLC 3Y 7.11% Evergreen Wealth Management, LLC 3Y 5.31% LINCOLN NATIONAL CORP 3Y 7Y 5.21% ETF Portfolio Partners, Inc. 3Y 7Y 4.76% Greystone Financial Group, LLC 3Y 4.58% DiPaolo Financial Group, Inc. 4.55% Strong Tower Advisory Services 3Y 3.91% Richmond Brothers, Inc. 3Y 3.47% NYL Investors LLC 3Y 7Y 3.4%
← Back to Evolution Advisers, Inc. Holdings