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 MORTGAGE-BACKED SECURITIES ETF (VMBS). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 208,527 | +9,044 | +4.5% | 4.42% | $9.8M | $46.76 |
| 2025 Q2 | ADDED | 199,483 | +1,395 | +0.7% | 4.53% | $9.2M | $44.91 |
| 2025 Q1 | ADDED | 198,088 | +30,694 | +18.3% | 4.80% | $9.1M | $44.38 |
| 2024 Q4 | REDUCED | 167,394 | -21,729 | -11.5% | 4.15% | $7.6M | $43.15 |
| 2024 Q3 | REDUCED | 189,123 | -2,159 | -1.1% | 4.86% | $8.9M | $44.35 |
| 2024 Q2 | ADDED | 191,282 | +11,222 | +6.2% | 4.99% | $8.7M | $42.23 |
| 2024 Q1 | ADDED | 180,060 | +10,380 | +6.1% | 4.85% | $8.2M | $42.00 |
| 2023 Q4 | ADDED | 169,680 | +5,551 | +3.4% | 4.99% | $7.8M | $42.43 |
| 2023 Q3 | ADDED | 164,129 | +7,128 | +4.5% | 5.20% | $7.2M | $39.57 |
| 2023 Q2 | REDUCED | 157,001 | -288 | -0.2% | 5.09% | $7.2M | $41.22 |
As of 2025 Q4 — sorted by position size