VB — VANGUARD SMALL-CAP 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 SMALL-CAP INDEX FUND (VB). 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
4.28% (2022 Q1)
Avg. % of fund
3.71%
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 30,907 +1,971 +6.8% 3.54% $7.9M $257.95
2025 Q2 REDUCED 28,936 -1,149 -3.8% 3.37% $6.9M $235.40
2025 Q1 ADDED 30,085 +3,306 +12.3% 3.37% $6.4M $219.54
2024 Q4 ADDED 26,779 +511 +1.9% 3.52% $6.4M $236.92
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VB price (monthly, adj. close)

Other funds also holding VB

As of 2025 Q4 — sorted by position size

Aufman Associates Inc 3Y 19.07% Brown Financial Advisory 3Y 16.17% Gibraltar Capital Management, Inc. 3Y 7Y 12.23% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 12.07% BCK Partners, Inc. 3Y 11.43% MBE Wealth Management, LLC 3Y 10.9% Koesten, Hirschmann & Crabtree, INC. 3Y 10.75% Chandler Asset Management, Inc. 3Y 10.63% MilWealth Group LLC 10.58% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.45%
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