Ownership history in Evolution Wealth Advisors, LLC · 22 quarters on record
This page tracks every 13F SEC filing in which Evolution Wealth Advisors, LLC reported a position in VANGUARD INDEX FDS (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 36,224 | -27 | -0.1% | 0.94% | $9.3M | $257.95 |
| 2025 Q3 | ADDED | 36,251 | +50 | +0.1% | 1.24% | $9.2M | $253.38 |
| 2025 Q2 | REDUCED | 36,201 | -4,227 | -10.5% | 1.26% | $8.6M | $235.40 |
| 2025 Q1 | REDUCED | 40,428 | -635 | -1.5% | 1.50% | $9.0M | $219.54 |
| 2024 Q4 | REDUCED | 41,063 | -1,454 | -3.4% | 1.65% | $9.9M | $236.92 |
| 2024 Q3 | ADDED | 42,517 | +120 | +0.3% | 1.81% | $10.1M | $233.03 |
| 2024 Q2 | REDUCED | 42,397 | -20 | -0.0% | 1.80% | $9.2M | $213.56 |
| 2024 Q1 | REDUCED | 42,417 | -165 | -0.4% | 1.86% | $9.7M | $223.02 |
| 2023 Q4 | ADDED | 42,582 | +49 | +0.1% | 1.83% | $9.1M | $207.51 |
| 2023 Q3 | ADDED | 42,533 | +84 | +0.2% | 1.80% | $8.0M | $182.97 |
As of 2025 Q4 — sorted by position size