BSV VANGUARD SHORT-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 SHORT-TERM BOND INDEX FUND (BSV). 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
9.08% (2022 Q3)
Avg. % of fund
8.16%
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 221,979 +15,169 +7.3% 7.89% $17.6M $78.30
2025 Q2 ADDED 206,810 +3,992 +2.0% 7.98% $16.3M $76.42
2025 Q1 ADDED 202,818 +10,988 +5.7% 8.27% $15.7M $75.30
2024 Q4 ADDED 191,830 +10,501 +5.8% 8.10% $14.8M $73.88
2024 Q3 ADDED 181,329 +2,395 +1.3% 7.77% $14.3M $74.34
2024 Q2 ADDED 178,934 +11,841 +7.1% 7.89% $13.7M $71.83
2024 Q1 ADDED 167,093 +6,965 +4.3% 7.56% $12.8M $71.22
2023 Q4 ADDED 160,128 +2,321 +1.5% 7.86% $12.3M $71.18
2023 Q3 ADDED 157,807 +5,969 +3.9% 8.59% $11.9M $68.80
2023 Q2 REDUCED 151,838 -726 -0.5% 8.10% $11.5M $68.72
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    BSV price (monthly, adj. close)
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