Evercore Wealth Management »

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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard REIT ETF held by Evercore Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard REIT ETF by Evercore Wealth Management

Quarter filed Position value Share count Share price at filing
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