Vanguard S&p 500 Etf idx shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $30M | 56k | 527.67 |
| 2024-06-30 | $27M | 55k | 500.13 |
| 2024-03-31 | $26M | 55k | 480.70 |
| 2023-09-30 | $20M | 51k | 392.70 |
| 2023-06-30 | $21M | 52k | 407.28 |
| 2023-03-31 | $16M | 43k | 376.07 |
| 2022-12-31 | $15M | 43k | 351.34 |
| 2022-09-30 | $14M | 42k | 328.29 |
| 2022-06-30 | $15M | 42k | 346.88 |
| 2022-03-31 | $17M | 42k | 415.18 |
| 2021-12-31 | $19M | 42k | 436.57 |
| 2021-09-30 | $17M | 42k | 394.41 |
| 2021-06-30 | $17M | 43k | 393.52 |
| 2021-03-31 | $16M | 43k | 364.27 |
| 2020-12-31 | $15M | 43k | 343.70 |
| 2020-09-30 | $14M | 45k | 307.68 |
| 2020-06-30 | $14M | 48k | 283.47 |
| 2020-03-31 | $9.1M | 38k | 236.80 |
| 2019-12-31 | $7.5M | 25k | 295.75 |
| 2019-09-30 | $6.9M | 26k | 272.59 |
| 2019-06-30 | $6.7M | 25k | 269.15 |
| 2019-03-31 | $6.5M | 25k | 259.64 |
| 2018-12-31 | $2.6M | 11k | 229.72 |
| 2018-09-30 | $3.1M | 11k | 267.12 |
| 2018-06-30 | $2.8M | 11k | 249.61 |
| 2018-03-31 | $2.7M | 11k | 242.01 |
| 2017-12-31 | $3.5M | 14k | 245.35 |
| 2017-09-30 | $3.3M | 14k | 230.73 |
| 2017-06-30 | $3.2M | 15k | 222.12 |
| 2017-03-31 | $1.8M | 8.4k | 216.27 |
| 2016-12-31 | $601k | 2.9k | 205.19 |
| 2016-09-30 | $258k | 1.3k | 198.46 |
| 2016-06-30 | $32k | 168 | 190.48 |
| 2016-03-31 | $50k | 263 | 190.11 |
| 2015-06-30 | $353k | 1.9k | 188.57 |
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