Vanguard Small-Cap Value ETF shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $310k | 1.9k | 159.49 |
| 2023-06-30 | $322k | 1.9k | 165.40 |
| 2023-03-31 | $309k | 1.9k | 158.76 |
| 2022-12-31 | $316k | 2.0k | 158.80 |
| 2022-09-30 | $279k | 1.9k | 143.52 |
| 2022-06-30 | $393k | 2.6k | 149.66 |
| 2022-03-31 | $462k | 2.6k | 175.93 |
| 2021-12-31 | $346k | 1.9k | 178.81 |
| 2021-09-30 | $328k | 1.9k | 169.51 |
| 2021-06-30 | $336k | 1.9k | 173.64 |
| 2021-03-31 | $320k | 1.9k | 165.37 |
| 2020-12-31 | $275k | 1.9k | 142.12 |
| 2020-09-30 | $214k | 1.9k | 110.59 |
| 2017-12-31 | $62k | 464 | 133.62 |
| 2017-09-30 | $59k | 464 | 127.16 |
| 2017-06-30 | $57k | 464 | 122.84 |
| 2017-03-31 | $57k | 464 | 122.84 |
| 2016-12-31 | $56k | 464 | 120.69 |
| 2016-09-30 | $51k | 464 | 109.91 |
| 2016-06-30 | $49k | 464 | 105.60 |
| 2016-03-31 | $47k | 464 | 101.29 |
| 2015-12-31 | $46k | 464 | 99.14 |
| 2015-09-30 | $24k | 245 | 97.96 |
| 2015-06-30 | $27k | 245 | 110.20 |
| 2015-03-31 | $41k | 370 | 110.81 |
| 2014-09-30 | $37k | 370 | 100.00 |
| 2014-06-30 | $7.0k | 70 | 100.00 |
| 2014-03-31 | $7.0k | 70 | 100.00 |
| 2013-12-31 | $7.0k | 70 | 100.00 |
| 2013-09-30 | $6.0k | 70 | 85.71 |
| 2013-06-30 | $6.0k | 70 | 85.71 |
| 2013-03-31 | $6.0k | 70 | 85.71 |
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