Evolution Advisers, Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 3, 2024), Evolution Advisers, Inc. reported 184 stock positions worth $169.4 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 15.4% of the portfolio, followed by Vanguard Mrngstar GR ETF-Sui (VUG, 14.8%) and Vanguard Mrngstr Val ETF-Aui (VTV, 12.0%). Compared with Q4 2023, it opened 12 new positions, sold out of 48, added to 42 and reduced 29. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +4%) and the biggest sale Vanguard Tax-Exempt Bond ETF (VTEB, shares −1%).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001906967
Portfolio Value
$169.4M (Q1 2024)
SEC Filing
0001792704-24-000004 ↗ filed May 3, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $169.4M $169.4M Q1 2024 Q2 2024: $174.0M Q2 2024 Q3 2024: $183.7M Q3 2024 Q4 2024: $183.0M Q4 2024 Q1 2025: $190.0M Q1 2025 Q2 2025: $204.0M Q2 2025 Q3 2025: $222.4M Q3 2025 Q4 2025: $230.9M Q4 2025 Q1 2026: $237.3M Q1 2026 Q2 2026: $272.1M Q2 2026

Holdings 184 stocks · $169.4M
VEA Vanguard Ftse Developed ETF 15.39% 519,669 $26.1M Add +3.6%
VUG Vanguard Mrngstar GR ETF-Sui 14.81% 72,878 $25.1M Reduce -0.9%
VTV Vanguard Mrngstr Val ETF-Aui 12.03% 125,139 $20.4M Add +1.3%
BNDX Vanguard Total Intl Bond ETF 11.13% 383,383 $18.9M Add +8.8%
BSV Vanguard Short-Term Bond ETF 7.56% 167,093 $12.8M Add +4.3%
VWO Vanguard Ftse Emerging Marke 5.54% 224,779 $9.4M Add +6.0%
VMBS Vanguard Mortgage-Backed Sec 4.85% 180,060 $8.2M Add +6.1%
BLV Vanguard Long-Term Bond ETF 4.43% 103,685 $7.5M Add +9.3%
VB Vanguard Most SM-Cap ETF-Usd 3.65% 27,051 $6.2M Add +0.9%
BIV Vanguard Intermediate-Term B 3.09% 69,446 $5.2M Add +4.3%
NUDM Nuveen ESG Intl Devel MRK Eq 2.42% 131,887 $4.1M Add +0.7%
NULG Nuveen ESG LRG-Cap GRW ETF 1.55% 34,428 $2.6M Reduce -6.5%
NULV Nuveen ESG Large-Cap Val ETF 1.12% 48,976 $1.9M Add +0.3%
PWV Invesco Large Cap Value ETF 0.83% 24,696 $1.4M No change
SCHX Schwab US Large-Cap ETF 0.77% 21,039 $1.3M No change
NUEM Nuveen ESG Emerging Markets 0.72% 44,394 $1.2M Add +11.5%
VOO Vanguard S&P 500 ETF 0.72% 2,526 $1.2M Add +3.0%
NUBD Nuveen ESG US Aggregate Bond 0.66% 51,210 $1.1M Add +13.0%
VTEB Vanguard Tax-Exempt Bond ETF 0.59% 19,594 $992K Reduce -1.5%
AAPL Apple Inc. 0.56% 5,490 $942K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.36% 2,560 $604K No change
NUSC Nuveen ESG Small-Cap ETF 0.35% 14,215 $592K Reduce -5.6%
XOM Exxon Mobil Corp. 0.33% 4,819 $561K Add +0.3%
UNP Union Pacific Corp. 0.32% 2,206 $543K No change
DFAC Dimensional US Core Equity 2 0.31% 16,680 $533K No change
WFC Wells Fargo & Co. 0.23% 6,811 $395K Reduce -0.0%
BRK.B Berkshire Hathaway Inc. Class B 0.22% 905 $381K No change
VXUS Vanguard Total Intl Stock 0.21% 5,831 $352K No change
VCSH Vanguard S/T Corp. Bond ETF 0.20% 4,454 $345K No change
ORI Old Republic Intl Corp. 0.18% 9,671 $298K No change
GNW Genworth Financial Inc. 0.16% 41,111 $265K Add +170.7%
KMB Kimberly-Clark Corp. 0.15% 2,009 $260K No change
SCHF Schwab Intl Equity ETF 0.14% 6,152 $241K Reduce -2.0%
SCHZ Schwab US Aggregate Bond ETF 0.14% 5,172 $238K Add +0.2%
VT Vanguard Tot World STK ETF 0.14% 2,141 $237K Add +59.2%
VYM Vanguard High DVD Yield ETF 0.14% 1,910 $232K Reduce -1.1%
WMT Walmart Inc. 0.12% 3,469 $209K Add +0.5%
GOOGL Alphabet Inc. Class A 0.12% 1,320 $200K No change
D Dominion Energy Inc. 0.12% 4,010 $198K Reduce -13.6%
ELV Elevance Health Inc. 0.11% 350 $182K Reduce -2.8%
MSFT Microsoft Corp. 0.10% 403 $170K Reduce -5.0%
HD Home Depot Inc. 0.10% 440 $169K No change
NI Nisource Inc. 0.10% 5,932 $165K No change
VTI VG Morningstar TS MKT ETF-US 0.09% 32,473 $159K Add +5413.2%
SCHE Schwab Emrg Mrkts Eqty ETF 0.09% 5,689 $144K Reduce -4.4%
AMZN Amazon.com Inc. 0.08% 768 $139K Reduce -2.3%
VOOV Vanguard S&P 500 Value ETF 0.08% 744 $135K Add +0.1%
JPM JPMorgan Chase & Co. 0.08% 651 $131K No change
TSLA Tesla Inc. 0.08% 741 $131K No change
SCHM Schwab US Mid Cap ETF 0.07% 1,397 $114K No change
TFC Truist Financial Corp. 0.07% 74,849 $114K Add +4860.2%
MKL Markel Group Inc. 0.06% 73 $110K Add +2.8%
SYK Stryker Corp. 0.06% 300 $108K No change
TDY Teledyne Technologies Inc. 0.06% 250 $108K No change
V Visa Inc. Class A 0.06% 381 $107K No change
LOW Lowe's Cos Inc. 0.06% 413 $106K No change
SCHG Schwab US Large-Cap Growth 0.06% 1,108 $103K Reduce -10.9%
MA Mastercard Inc. Class A 0.06% 205 $99K No change
VEU Vanguard Ftse All-World Ex-U 0.06% 1,649 $97K Reduce -28.5%
SCHA Schwab US Small-Cap ETF 0.06% 1,936 $96K No change
PEP Pepsico Inc. 0.06% 542 $95K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.06% 179 $94K No change
J Jacobs Solutions Inc. 0.05% 600 $93K No change
TMO Thermo Fisher Scientific Inc. 0.05% 160 $93K No change
GOOG Alphabet Inc. Class C 0.05% 603 $92K Add +0.5%
CW Curtiss-Wright Corp. 0.05% 350 $90K No change
PG The Procter & Gamble Co. 0.05% 540 $88K No change
VXF Vanguard Extended Market ETF 0.05% 498 $88K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.05% 706 $87K Add +1.1%
ACN Accenture PLC Class A 0.04% 214 $75K No change
HSY The Hershey Co. 0.04% 378 $74K Add +0.3%
CSCO Cisco Systems Inc. 0.04% 1,433 $72K Add +0.3%
SCHB Schwab US Broad Market ETF 0.04% 1,134 $70K Add +50.0%
BNDW Vanguard Total World Bond Et 0.04% 996 $69K Add +35.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.04% 271 $68K Reduce -4.2%
XMMO Invesco S&P Midcap Momentum 0.04% 570 $66K Add +0.2%
COF Capital One Financial Corp. 0.04% 431 $65K Reduce -41.3%
JNJ Johnson & Johnson 0.04% 401 $64K Add +0.3%
DFAU Dimensional US Core Equity M 0.04% 1,699 $63K No change
PSX Phillips 66 0.04% 383 $63K No change
SEIC Sei Investments Company 0.04% 873 $63K No change
ADBE Adobe Inc. 0.04% 119 $61K Reduce -12.5%
LMT Lockheed Martin Corp. 0.04% 132 $61K No change
AVGO Broadcom Inc. 0.04% 45 $60K No change
AMGN Amgen Inc. 0.03% 200 $57K No change
VOOG Vanguard S&P 500 Growth ETF 0.03% 176 $54K No change
IVV iShares Core S&P 500 ETF 0.03% 100 $53K No change
ESGD iShares Trust iShares ESG Aw 0.03% 650 $52K No change
IJR iShares Core S&P Small-Cap E 0.03% 444 $50K No change
NTR Nutrien Ltd. 0.03% 867 $48K No change
ORCL Oracle Corp. 0.03% 380 $48K No change
FIW First Trust Water ETF 0.03% 456 $47K No change
ETN Eaton Corp. PLC 0.03% 150 $47K No change
MCK McKesson Corp. 0.03% 83 $45K No change
ADP Automatic Data Processing 0.03% 176 $44K No change
CEG Constellation Energy 0.03% 232 $43K Add +0.4%
IDCC Interdigital Inc. 0.03% 400 $43K No change
UNH Unitedhealth Group Inc. 0.02% 75 $38K Reduce -1.3%
DAL Delta Air Lines Inc. 0.02% 759 $37K No change
KNSL Kinsale Capital Group Inc. 0.02% 67 $36K Reduce -50.4%
SBUX Starbucks Corp. 0.02% 383 $36K No change
UL Unilever PLC 0.02% 700 $36K No change
IJH iShares Core S&P Midcap ETF 0.02% 565 $35K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.02% 275 $34K Reduce -27.6%
PAYX Paychex Inc. 0.02% 275 $34K No change
PPL PPL Corp. 0.02% 1,183 $33K Add +0.1%
CHD Church & Dwight Co. Inc. 0.02% 300 $32K No change
CTAS Cintas Corp. 0.02% 45 $31K No change
MDY State Street SPDR S&P Midcap 0.02% 54 $31K No change
HCA HCA Healthcare Inc. 0.02% 88 $30K No change
TTE Totalenergies SE -Spon ADR 0.02% 424 $30K No change
EXC Exelon Corp. 0.02% 738 $28K Add +1.1%
HON Honeywell International Inc. 0.02% 135 $28K Add +0.8%
FTNT Fortinet Inc. 0.02% 390 $27K No change
TGT Target Corp. 0.02% 142 $26K No change
COST Costco Wholesale Corp. 0.01% 28 $21K No change
WSM Williams-Sonoma Inc. 0.01% 66 $21K No change
CVX Chevron Corp. 0.01% 124 $20K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.01% 100 $20K No change
ESGV Vanguard ESG US Stock ETF 0.01% 199 $19K No change
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.01% 76 $19K No change
GE General Electric 0.01% 95 $17K Reduce -5.9%
INTC Intel Corp. 0.01% 375 $17K No change
IEMG iShares Core MSCI Emerging 0.01% 300 $16K No change
CRM Salesforce Inc. 0.01% 50 $16K Reduce -9.1%
BA The Boeing Co. 0.01% 74 $15K Reduce -32.7%
UPS United Parcel Service Class B 0.01% 89 $14K No change
DHR Danaher Corp. 0.01% 50 $13K No change
IWD iShares Russell 1000 Value E 0.01% 71 $13K No change
MO Altria Group Inc. 0.01% 263 $12K Add +1.5%
BX Blackstone Inc. 0.01% 85 $12K Reduce -15.0%
T AT&T Inc. 0.01% 574 $11K Add +1.1%
AWK American Water Works Co. Inc. 0.01% 80 $10K No change
F Ford Motor Co. filed as FORD MTR CO DEL 0.01% 700 $10K Reduce -19.0%
MDLZ Mondelez International Inc. Class A 0.01% 138 $10K No change
EXR Extra Space Storage Inc. 0.00% 50 $8K No change
METV Roundhill Ball Metaverse ETF 0.00% 600 $8K No change
PM Philip Morris International 0.00% 78 $8K No change
GOLF Acushnet Holdings Corp. 0.00% 103 $7K No change
ARCC Ares Capital Corp. 0.00% 298 $7K Add +2.4%
CRC California Resources Corp. 0.00% 113 $7K No change
VZ Verizon Communications Inc. 0.00% 148 $7K Add +2.1%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.00% 124 $5K Add +0.8%
BAX Baxter International Inc. 0.00% 100 $5K No change
KMX Carmax Inc. 0.00% 43 $4K No change
SYF Synchrony Financial 0.00% 74 $4K Add +1.4%
BND Vanguard Total Bond Market 0.00% 47 $4K Add +135.0%
KMI Kinder Morgan Inc. 0.00% 135 $3K No change
MET Metlife Inc. 0.00% 40 $3K No change
GSLC Goldman Activebeta US LC ETF 0.00% 17 $2K No change
SPGP Invesco S&P 500 Garp ETF 0.00% 18 $2K No change
IOO iShares Global 100 ETF 0.00% 19 $2K No change
VIG Vanguard Dividend Apprec ETF 0.00% 10 $2K No change
VNQ Vanguard Real Estate ETF 0.00% 20 $2K No change
CDC Victoryshares US Eq Income E 0.00% 27 $2K No change
FRDM Freedom 100 Emeging MRKT ETF 0.00% 23 $1K No change
ARRY Array Technologies Inc. 0.00% 2 $1K New
BHF Brighthouse Financial Inc. 0.00% 3 $1K No change
CLNE Clean Energy Fuels Corp. 0.00% 5 $1K New
KO The Coca-Cola Co. 0.00% 2 $1K Reduce -98.2%
CRWD CrowdStrike Holdings Inc. Class A 0.00% 1 $1K New
DKNG Draftkings Inc. Class A 0.00% 2 $1K New
NFLT Virtus Newfleet Multi-Sector 0.00% 17 $1K No change
FBND Fidelity Total Bond ETF 0.00% 17 $1K No change
DIVI Franklin International Core 0.00% 27 $1K No change
GBTC Grayscale Bitcoin Trust ETF 0.00% 5 $1K New
GH Guardant Health Inc. 0.00% 1 $1K New
IQLT iShares MSCI International Q 0.00% 22 $1K No change
IDRV iShares Self-Driving Ev&tech 0.00% 5 $1K No change
KHC The Kraft Heinz Co. 0.00% 20 $1K No change
LUMINAR TECHNOLOGIES INC 0.00% 21 $1K New
NKE Nike Inc. Class B 0.00% 2 $1K No change
OLPX Olaplex Holdings Inc. 0.00% 10 $1K New
RIVN Rivian Automotive Inc. Class A 0.00% 6 $1K No change
RBLX Roblox Corp. Class A 0.00% 10 $1K New
SPMD SS SPDR P S&P 400 Midcap ETF 0.00% 15 $1K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.00% 5 $1K New
SHOP Shopify Inc. Class A 0.00% 5 $1K Reduce -90.0%
UBER Uber Technologies Inc. 0.00% 3 $1K Reduce -99.6%
UA Under Armour Inc. Class C 0.00% 57 $1K New
U Unity Software Inc. 0.00% 1 $1K New
VWOB Vanguard Emerg MKTS Gov BND 0.00% 15 $1K No change
WBD Warner Bros Discovery Inc. 0.00% 79 $1K Reduce -37.8%
MDT Medtronic PLC 0.00% 10 $1K No change

Portfolio Sells Q4 2023 → Q1 2024
VTEB Vanguard Tax-Exempt Bond ETF Reduce -1.5% 0.59% −0.06
NULG Nuveen ESG LRG-Cap GRW ETF Reduce -6.5% 1.55% −0.06
XLU St Sr Utl SL SE SPDR ETF-Usd Sold out 0.00% −0.03
D Dominion Energy Inc. Reduce -13.6% 0.12% −0.03
UBER Uber Technologies Inc. Reduce -99.6% 0.00% −0.03
NUSC Nuveen ESG Small-Cap ETF Reduce -5.6% 0.35% −0.02
VEU Vanguard Ftse All-World Ex-U Reduce -28.5% 0.06% −0.02
COF Capital One Financial Corp. Reduce -41.3% 0.04% −0.02
VCIT Vanguard Int-Term Corporate Sold out 0.00% −0.02
VPL Vanguard Ftse Pacific ETF Sold out 0.00% −0.02
VCLT Vanguard Long-Term Corp. Bond Sold out 0.00% −0.02
EL Estee Lauder Companies Class A Sold out 0.00% −0.01
ADBE Adobe Inc. Reduce -12.5% 0.04% −0.01
TME Tencent Music Entertainm-ADR Sold out 0.00% −0.01
IPG Interpublic Group of Cos Inc. Sold out 0.00% −0.01
IAU iShares Gold Trust Sold out 0.00% −0.01
XLK SS Technology Select Sector Sold out 0.00% −0.01
CLX Clorox Company Sold out 0.00% −0.01
IJS iShares S&P Small-Cap 600 Va Sold out 0.00% −0.01
BA The Boeing Co. Reduce -32.7% 0.01% −0.01
XLV SS Health Care Select Sector Sold out 0.00% −0.01
KNSL Kinsale Capital Group Inc. Reduce -50.4% 0.02% −0.01
SCHE Schwab Emrg Mrkts Eqty ETF Reduce -4.4% 0.09% −0.01
CGW Invesco S&P Global Water Ind Sold out 0.00% −0.01
TAP Molson Coors Beverage Co. Class B Sold out 0.00% −0.01
RCL Royal Caribbean Cruises Ltd. Sold out 0.00% −0.01
ASML ASML Holding NV-NY Reg SHS Sold out 0.00% −0.01
PIO Invesco Global Water ETF Sold out 0.00% −0.01
GLD SPDR Gold Shares Sold out 0.00% −0.01
SWKS Skyworks Solutions Inc. Sold out 0.00% −0.01
STM Stmicroelectronics NV-NY SHS Sold out 0.00% −0.01
VSGX Vanguard ESG Intl Stock ETF Sold out 0.00% −0.01
VAW Vanguard Materials ETF Sold out 0.00% −0.01
NCLH Norwegian Cruise Line Holdin Sold out 0.00% −0.01
BABA Alibaba Group Holding-SP ADR Sold out 0.00% −0.00
META Meta Platforms Inc. Class A Sold out 0.00% −0.00
MFA Mfa Financial Inc. Sold out 0.00% −0.00
PK Park Hotels & Resorts Inc. Sold out 0.00% −0.00
SCHG Schwab US Large-Cap Growth Reduce -10.9% 0.06% −0.00
KO The Coca-Cola Co. Reduce -98.2% 0.00% −0.00
SCHF Schwab Intl Equity ETF Reduce -2.0% 0.14% −0.00
RITM Rithm Capital Corp. Sold out 0.00% −0.00
TWO Two Harbors Investment Corp. Sold out 0.00% −0.00
UNH Unitedhealth Group Inc. Reduce -1.3% 0.02% −0.00
CCL Carnival Corp. Sold out 0.00% −0.00
XLI SS Industrial Select Sector Sold out 0.00% −0.00
XLF SS Financial Select Sector Sold out 0.00% −0.00
ELV Elevance Health Inc. Reduce -2.8% 0.11% −0.00
SHOP Shopify Inc. Class A Reduce -90.0% 0.00% −0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -4.2% 0.04% −0.00

Portfolio Buys Q4 2023 → Q1 2024
VEA Vanguard Ftse Developed ETF Add +3.6% 15.39% +0.23
VTV Vanguard Mrngstr Val ETF-Aui Add +1.3% 12.03% +0.17
GNW Genworth Financial Inc. Add +170.7% 0.16% +0.09
BNDX Vanguard Total Intl Bond ETF Add +8.8% 11.13% +0.07
VT Vanguard Tot World STK ETF Add +59.2% 0.14% +0.05
VWO Vanguard Ftse Emerging Marke Add +6.0% 5.54% +0.05
NUEM Nuveen ESG Emerging Markets Add +11.5% 0.72% +0.04
VOO Vanguard S&P 500 ETF Add +3.0% 0.72% +0.04
TFC Truist Financial Corp. Add +4860.2% 0.07% +0.03
NUBD Nuveen ESG US Aggregate Bond Add +13.0% 0.66% +0.02
VB Vanguard Most SM-Cap ETF-Usd Add +0.9% 3.65% +0.02
XOM Exxon Mobil Corp. Add +0.3% 0.33% +0.02
SCHB Schwab US Broad Market ETF Add +50.0% 0.04% +0.01
BNDW Vanguard Total World Bond Et Add +35.9% 0.04% +0.01
CEG Constellation Energy Add +0.4% 0.03% +0.01
XMMO Invesco S&P Midcap Momentum Add +0.2% 0.04% +0.01
WMT Walmart Inc. Add +0.5% 0.12% +0.01
VTI VG Morningstar TS MKT ETF-US Add +5413.2% 0.09% +0.01
TROW T Rowe Price Group Inc. Add +1.1% 0.05% +0.00
BND Vanguard Total Bond Market Add +135.0% 0.00% +0.00
GOOG Alphabet Inc. Class C Add +0.5% 0.05% +0.00
ARRY Array Technologies Inc. New 0.00% +0.00
CLNE Clean Energy Fuels Corp. New 0.00% +0.00
CRWD CrowdStrike Holdings Inc. Class A New 0.00% +0.00
DKNG Draftkings Inc. Class A New 0.00% +0.00
GBTC Grayscale Bitcoin Trust ETF New 0.00% +0.00
GH Guardant Health Inc. New 0.00% +0.00
LUMINAR TECHNOLOGIES INC New 0.00% +0.00
OLPX Olaplex Holdings Inc. New 0.00% +0.00
RBLX Roblox Corp. Class A New 0.00% +0.00
SLB SLB Ltd. New 0.00% +0.00
UA Under Armour Inc. Class C New 0.00% +0.00
U Unity Software Inc. New 0.00% +0.00
BAC Bank of America Corp. Add +0.8% 0.00% +0.00
SYF Synchrony Financial Add +1.4% 0.00% +0.00
ARCC Ares Capital Corp. Add +2.4% 0.00% +0.00
VZ Verizon Communications Inc. Add +2.1% 0.00% +0.00
T AT&T Inc. Add +1.1% 0.01% +0.00
MO Altria Group Inc. Add +1.5% 0.01% +0.00
NULV Nuveen ESG Large-Cap Val ETF Add +0.3% 1.12% −0.00
EXC Exelon Corp. Add +1.1% 0.02% −0.00
VOOV Vanguard S&P 500 Value ETF Add +0.1% 0.08% −0.00
MKL Markel Group Inc. Add +2.8% 0.06% −0.00
HON Honeywell International Inc. Add +0.8% 0.02% −0.00
PPL PPL Corp. Add +0.1% 0.02% −0.00
HSY The Hershey Co. Add +0.3% 0.04% −0.00
JNJ Johnson & Johnson Add +0.3% 0.04% −0.00
CSCO Cisco Systems Inc. Add +0.3% 0.04% −0.00
NUDM Nuveen ESG Intl Devel MRK Eq Add +0.7% 2.42% −0.01
SCHZ Schwab US Aggregate Bond ETF Add +0.2% 0.14% −0.01

Notes & Other Activity Q4 2023 → Q1 2024
AEP American Electric Power COM Reduce -100.0% 0 $0

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 942$272.1MVEA, VUG, VTV, BNDX, BSV
Q1 2026 160$237.3MVEA, VUG, VTV, BNDX, BSV
Q4 2025 168$230.9MVEA, VUG, VTV, BNDX, BSV
Q3 2025 160$222.4MVEA, VUG, VTV, BNDX, BSV
Q2 2025 155$204.0MVEA, VUG, VTV, BNDX, BSV
Q1 2025 160$190.0MVEA, VUG, VTV, BNDX, BSV
Q4 2024 183$183.0MVUG, VEA, VTV, BNDX, BSV
Q3 2024 196$183.7MVEA, VUG, VTV, BNDX, BSV
Q2 2024 186$174.0MVUG, VEA, BNDX, VTV, BSV
Q1 2024 184$169.4MVEA, VUG, VTV, BNDX, BSV