Institutional Fund
Evolution Advisers, Inc.
Richmond, VACIK 19069675 filings on record
Portfolio Value
$237.3K
Q1 2026
Holdings
160
Reported positions
New Buys
6
Opened this quarter
QoQ Change
+2.7%
from $230.9K
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Tax-Managed Fds16.2%
- Vanguard Index Fds13.2%
- Vanguard Index Fds10.8%
- Vanguard Charlotte Fds9.1%
- Vanguard Bd Index Fds8.4%
- Vanguard Intl Equity Index F6.1%
- Other36.3%
Portfolio Holdings
160 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Managed Fds | 598.0K | $38.3K | 16.2% | −3.1K | Reduced |
| 2 | Vanguard Index Fds | 71.7K | $31.3K | 13.2% | +702 | Added |
| 3 | Vanguard Index Fds | 130.8K | $25.7K | 10.8% | −735 | Reduced |
| 4 | Vanguard Charlotte Fds | 451.2K | $21.7K | 9.1% | −6.8K | Reduced |
| 5 | Vanguard Bd Index Fds | 252.9K | $19.8K | 8.4% | +19.8K | Added |
| 6 | Vanguard Intl Equity Index F | 267.0K | $14.4K | 6.1% | +3.0K | Added |
| 7 | Vanguard Scottsdale Fds | 232.2K | $10.9K | 4.6% | +15.2K | Added |
| 8 | Vanguard Bd Index Fds | 132.0K | $9.1K | 3.8% | +4.1K | Added |
| 9 | Vanguard Index Fds | 32.5K | $8.5K | 3.6% | +615 | Added |
| 10 | Vanguard Bd Index Fds | 109.9K | $8.5K | 3.6% | +6.1K | Added |
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