Evolution Advisers, Inc. BLV VANGUARD LONG-TERM BOND INDEX FUND

Ownership history in Evolution Advisers, Inc.  ·  17 quarters on record

AI Ownership Summary

Evolution Advisers, Inc. reported VANGUARD LONG-TERM BOND INDEX FUND (BLV) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 4.49% in 2023 Q4. The latest visible filing shows BLV at 3.83% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BLV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Evolution Advisers, Inc.'s position in VANGUARD LONG-TERM BOND INDEX FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BLV was reported at 3.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.49% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Evolution Advisers, Inc. held BLV — position size vs. price
% of Fund (quarterly)    BLV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 131,992 +1,997 +1.5% 3.83% $9K 2026-05-01 $68.31
2025 Q4 ADDED 129,995 +7,662 +6.3% 4.15% $9.2M 2026-01-23 $68.98
2025 Q2 ADDED 122,333 +2,665 +2.2% 4.17% $8.5M 2025-07-25 $65.93
2025 Q1 ADDED 119,668 +23,375 +24.3% 4.39% $8.3M 2025-05-09 $64.70
2024 Q4 REDUCED 12.0% +3.7% 96,293 -13,087 -12.0% 3.60% $6.6M 2025-01-29 $64.81
2024 Q3 REDUCED 109,380 -1,633 -1.5% 4.48% $8.2M 2024-10-18 $67.44
2024 Q2 ADDED 111,013 +7,328 +7.1% 4.49% $7.8M 2024-07-26 $65.56
2024 Q1 ADDED 103,685 +8,781 +9.3% 4.43% $7.5M 2024-05-03 $63.01
2023 Q4 ADDED 94,904 +4,858 +5.4% 4.49% $7.0M 2024-02-02 $65.76
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Evolution Advisers, Inc. and BLV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Evolution Advisers, Inc. reported owning BLV?

Evolution Advisers, Inc. reported BLV across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BLV position in Evolution Advisers, Inc.'s portfolio?

The largest reported portfolio weight for BLV was 4.49% in 2023 Q4.

What is the latest reported BLV position on this page?

The most recent filing on this page is 2026 Q1, when Evolution Advisers, Inc. reported 131,992 shares, equal to 3.83% of portfolio, with an estimated market value of $9K.

What does the chart on this BLV ownership page compare?

The chart compares Evolution Advisers, Inc.'s quarterly BLV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Evolution Advisers, Inc. time their BLV position?

Based on 13F filing dates vs. subsequent BLV price moves, Evolution Advisers, Inc. correctly timed 9 out of 16 reported position changes (56%). The annualised alpha on BLV relative to SPY over the holding period was -14.6%.

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