Vanguard REIT ETF shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $497k | 5.4k | 91.42 |
| 2025-06-30 | $476k | 5.3k | 89.06 |
| 2025-03-31 | $683k | 7.5k | 90.54 |
| 2024-12-31 | $697k | 7.8k | 89.08 |
| 2024-09-30 | $762k | 7.8k | 97.42 |
| 2024-06-30 | $865k | 10k | 83.76 |
| 2024-03-31 | $1.1M | 13k | 86.48 |
| 2023-09-30 | $1.4M | 19k | 75.66 |
| 2023-06-30 | $617k | 7.4k | 83.56 |
| 2023-03-31 | $674k | 8.1k | 83.04 |
| 2022-12-31 | $833k | 10k | 82.48 |
| 2022-09-30 | $980k | 12k | 80.14 |
| 2022-06-30 | $1.0M | 12k | 91.09 |
| 2022-03-31 | $1.2M | 12k | 107.84 |
| 2021-12-31 | $1.4M | 12k | 115.98 |
| 2021-09-30 | $1.3M | 13k | 101.96 |
| 2021-06-30 | $1.3M | 13k | 101.96 |
| 2021-03-31 | $1.1M | 12k | 92.16 |
| 2020-12-31 | $1.1M | 13k | 85.17 |
| 2020-09-30 | $838k | 11k | 79.30 |
| 2020-06-30 | $921k | 12k | 78.33 |
| 2020-03-31 | $1.2M | 17k | 70.42 |
| 2019-12-31 | $1.7M | 19k | 92.69 |
| 2019-09-30 | $1.5M | 17k | 92.69 |
| 2019-06-30 | $1.3M | 15k | 87.32 |
| 2019-03-31 | $1.2M | 14k | 87.32 |
| 2018-12-31 | $987k | 13k | 74.04 |
| 2018-09-30 | $992k | 12k | 80.67 |
| 2018-06-30 | $1.0M | 12k | 81.45 |
| 2018-03-31 | $595k | 7.9k | 75.29 |
| 2017-12-31 | $1.5M | 18k | 82.97 |
| 2017-09-30 | $1.6M | 19k | 83.08 |
| 2017-06-30 | $1.7M | 20k | 83.33 |
| 2017-03-31 | $1.7M | 20k | 82.67 |
| 2016-12-31 | $1.8M | 22k | 82.54 |
| 2016-09-30 | $1.7M | 19k | 86.62 |
| 2016-06-30 | $773k | 8.7k | 88.66 |
| 2016-03-31 | $767k | 9.1k | 84.03 |
| 2015-12-31 | $737k | 9.3k | 79.27 |
| 2015-09-30 | $663k | 8.9k | 74.70 |
| 2015-06-30 | $965k | 13k | 74.70 |
| 2015-03-31 | $927k | 11k | 83.47 |
| 2014-09-30 | $144k | 2.1k | 70.31 |
| 2014-06-30 | $94k | 1.3k | 74.44 |
| 2014-03-31 | $88k | 1.3k | 70.22 |
| 2013-12-31 | $81k | 1.3k | 64.44 |
| 2013-09-30 | $130k | 1.9k | 67.42 |
| 2013-06-30 | $135k | 2.0k | 68.09 |
| 2013-03-31 | $6.0k | 85 | 70.59 |
| 2012-09-30 | $71k | 1.1k | 65.02 |
| 2012-03-31 | $78k | 1.2k | 63.52 |
| 2011-12-31 | $23k | 400 | 57.50 |
| 2011-09-30 | $13k | 250 | 52.00 |
| 2011-06-30 | $15k | 250 | 60.00 |
| 2011-03-31 | $15k | 250 | 60.00 |
| 2010-12-31 | $14k | 250 | 56.00 |
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