Vanguard Value ETF shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $528k | 3.0k | 174.57 |
| 2024-06-30 | $528k | 3.3k | 160.41 |
| 2024-03-31 | $516k | 3.2k | 162.86 |
| 2023-09-30 | $1.5M | 11k | 137.93 |
| 2023-06-30 | $1.5M | 11k | 142.10 |
| 2023-03-31 | $1.6M | 12k | 138.11 |
| 2022-12-31 | $1.5M | 11k | 140.37 |
| 2022-09-30 | $1.4M | 12k | 123.47 |
| 2022-06-30 | $1.5M | 12k | 131.88 |
| 2022-03-31 | $1.7M | 12k | 147.81 |
| 2021-12-31 | $1.7M | 12k | 147.11 |
| 2021-09-30 | $1.7M | 13k | 135.36 |
| 2021-06-30 | $1.7M | 13k | 137.45 |
| 2021-03-31 | $1.7M | 13k | 131.42 |
| 2020-12-31 | $1.5M | 12k | 118.97 |
| 2020-09-30 | $1.0M | 10k | 104.46 |
| 2020-06-30 | $969k | 9.7k | 99.60 |
| 2020-03-31 | $926k | 10k | 89.02 |
| 2019-12-31 | $1.2M | 9.7k | 119.85 |
| 2019-09-30 | $1.1M | 9.7k | 111.63 |
| 2019-06-30 | $719k | 6.5k | 110.96 |
| 2019-03-31 | $677k | 6.3k | 107.61 |
| 2018-12-31 | $561k | 5.7k | 97.94 |
| 2018-09-30 | $624k | 5.6k | 110.74 |
| 2018-06-30 | $585k | 5.6k | 103.82 |
| 2018-03-31 | $510k | 4.9k | 103.18 |
| 2017-12-31 | $526k | 4.9k | 106.41 |
| 2017-09-30 | $527k | 5.3k | 99.77 |
| 2017-06-30 | $510k | 5.3k | 96.55 |
| 2017-03-31 | $504k | 5.3k | 95.42 |
| 2016-12-31 | $491k | 5.3k | 92.96 |
| 2016-09-30 | $470k | 5.4k | 87.07 |
| 2016-06-30 | $479k | 5.6k | 85.05 |
| 2016-03-31 | $464k | 5.6k | 82.39 |
| 2015-12-31 | $459k | 5.6k | 81.50 |
| 2015-09-30 | $6.0k | 82 | 73.17 |
| 2015-06-30 | $7.0k | 82 | 85.37 |
| 2015-03-31 | $7.0k | 82 | 85.37 |
| 2014-09-30 | $7.0k | 82 | 85.37 |
| 2014-06-30 | $7.0k | 82 | 85.37 |
| 2014-03-31 | $6.0k | 82 | 73.17 |
| 2013-12-31 | $6.0k | 82 | 73.17 |
| 2013-09-30 | $6.0k | 82 | 73.17 |
| 2013-06-30 | $6.0k | 82 | 73.17 |
| 2013-03-31 | $5.0k | 82 | 60.98 |
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