VTV — VANGUARD VALUE 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 VALUE INDEX FUND (VTV). 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
13.26% (2022 Q4)
Avg. % of fund
12.0%
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 127,912 +1,889 +1.5% 10.75% $23.9M $190.99
2025 Q2 REDUCED 126,023 -6,501 -4.9% 10.98% $22.4M $174.94
2025 Q1 ADDED 132,524 +7,543 +6.0% 11.62% $22.1M $170.05
2024 Q4 ADDED 124,981 +1,982 +1.6% 11.56% $21.2M $165.69
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VTV price (monthly, adj. close)

Other funds also holding VTV

As of 2025 Q4 — sorted by position size

Euclidean Capital LLC 3Y 26.88% Dougherty Wealth Advisers LLC 3Y 7Y 24.1% GOLDEN ROAD ADVISORS LLC 23.81% Thrive Wealth Management, LLC 3Y 23.34% Arbor Wealth Advisors LLC 22.9% Mountain Capital Investment Advisors Inc. 3Y 7Y 21.78% Brickley Wealth Management 3Y 7Y 20.65% Mill Creek Capital Advisors, LLC 3Y 20.32% Fee-Only Financial Planning, L.C. 3Y 18.55% Trust Co of Tennessee 18.26%
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