Ownership history in Evolution Wealth Advisors, LLC · 28 quarters on record
This page tracks every 13F SEC filing in which Evolution Wealth Advisors, LLC reported a position in VANGUARD INDEX FDS (VOO). 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 | 28,475 | -245 | -0.9% | 1.80% | $17.9M | $627.13 |
| 2025 Q3 | ADDED | 28,720 | +745 | +2.7% | 2.36% | $17.6M | $610.65 |
| 2025 Q2 | ADDED | 27,975 | +8,625 | +44.6% | 2.33% | $15.9M | $564.81 |
| 2025 Q1 | REDUCED | 19,350 | -242 | -1.2% | 1.66% | $9.9M | $509.43 |
| 2024 Q4 | ADDED | 19,592 | +619 | +3.3% | 1.77% | $10.6M | $532.26 |
| 2024 Q3 | REDUCED | 18,973 | -11 | -0.1% | 1.80% | $10.0M | $519.60 |
| 2024 Q2 | REDUCED | 18,984 | -8,204 | -30.2% | 1.85% | $9.5M | $490.95 |
| 2024 Q1 | REDUCED | 27,188 | -830 | -3.0% | 2.50% | $13.1M | $470.20 |
| 2023 Q4 | REDUCED | 28,018 | -330 | -1.2% | 2.46% | $12.2M | $425.89 |
| 2023 Q3 | ADDED | 28,348 | +410 | +1.5% | 2.49% | $11.1M | $381.32 |
As of 2025 Q4 — sorted by position size