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Vanguard Short-Term Bond ETF shares owned by Evergreen Wealth Solutions

Quarter-by-quarter ownership of Vanguard Short-Term Bond ETF (BSV) shares owned by Evergreen Wealth Solutions from 13F filings

Historical chart of Evergreen Wealth Solutions investment in Vanguard Short-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Short-Term Bond ETF held by Evergreen Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Short-Term Bond ETF by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.2M 16k 78.81

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Trio Equity B (TRIO)
Mfs Active Exchange Traded F Growth Etf (MFSG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
T Rowe Price Etf Cap Appreciation (TCAF)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Vanguard Specialized Funds Div App Etf (VIG)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
First Tr Exchange-traded Core Investment (FTCB)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Victory Portfolios Ii Short Trm Bd Etf (USTB)

View all positions for Evergreen Wealth Solutions

Top funds holding Vanguard Short-Term Bond ETF

Mercer Global Advisors
Creative Planning
Jpmorgan Chase & Co
Envestnet Asset Management
Empower Advisory Group
Hanson McClain Advisors
Goldman Sachs Group
Northern Trust
Truepoint
LPL Financial
Wells Fargo & Company
Captrust Financial Advisors
Envestnet Portfolio Solutions
United Capital Financial Advisers
Lincoln National

View all funds holding Vanguard Short-Term Bond ETF