Vanguard Growth ETF shares owned by Evercore Wealth Management
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by Evercore Wealth Management
from 13F filings
Historical chart of Evercore Wealth Management investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by Evercore Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 10k | 479.61 |
| 2025-06-30 | $4.6M | 11k | 438.40 |
| 2025-03-31 | $4.0M | 11k | 370.82 |
| 2024-12-31 | $4.4M | 11k | 410.44 |
| 2024-09-30 | $4.1M | 11k | 383.93 |
| 2024-06-30 | $4.1M | 11k | 374.01 |
| 2024-03-31 | $3.8M | 11k | 344.20 |
| 2023-09-30 | $2.8M | 10k | 272.31 |
| 2023-06-30 | $3.0M | 10k | 282.96 |
| 2023-03-31 | $2.6M | 10k | 249.44 |
| 2022-12-31 | $2.2M | 10k | 213.11 |
| 2022-09-30 | $2.3M | 11k | 213.93 |
| 2022-06-30 | $2.3M | 10k | 222.88 |
| 2022-03-31 | $2.9M | 10k | 287.62 |
| 2021-12-31 | $2.9M | 9.2k | 320.96 |
| 2021-09-30 | $2.7M | 9.2k | 290.35 |
| 2021-06-30 | $2.7M | 9.3k | 286.74 |
| 2021-03-31 | $2.4M | 9.3k | 256.97 |
| 2020-12-31 | $2.4M | 9.3k | 253.50 |
| 2020-09-30 | $2.1M | 9.3k | 227.57 |
| 2020-06-30 | $1.8M | 9.1k | 202.15 |
| 2020-03-31 | $1.5M | 9.5k | 156.74 |
| 2019-12-31 | $1.6M | 8.8k | 182.14 |
| 2019-09-30 | $997k | 6.0k | 166.27 |
| 2019-06-30 | $580k | 3.6k | 163.20 |
| 2019-03-31 | $468k | 3.0k | 156.58 |
| 2018-12-31 | $394k | 2.9k | 134.66 |
| 2018-09-30 | $305k | 1.9k | 160.86 |
| 2018-06-30 | $284k | 1.9k | 149.79 |
| 2018-03-31 | $254k | 1.8k | 139.78 |
| 2017-12-31 | $86k | 614 | 139.78 |
| 2017-09-30 | $169k | 1.3k | 129.03 |
| 2017-06-30 | $169k | 1.3k | 129.03 |
| 2017-03-31 | $155k | 1.3k | 118.28 |
| 2016-12-31 | $161k | 1.5k | 107.53 |
| 2016-09-30 | $161k | 1.5k | 107.53 |
| 2016-06-30 | $161k | 1.5k | 107.53 |
| 2016-03-31 | $161k | 1.5k | 107.53 |
| 2015-12-31 | $159k | 1.5k | 106.20 |
| 2015-09-30 | $9.0k | 93 | 96.77 |
| 2015-06-30 | $72k | 673 | 106.98 |
| 2015-03-31 | $10k | 93 | 107.53 |
| 2014-09-30 | $109k | 1.1k | 99.73 |
| 2014-06-30 | $9.0k | 93 | 96.77 |
| 2014-03-31 | $9.0k | 93 | 96.77 |
| 2013-12-31 | $9.0k | 93 | 96.77 |
| 2013-09-30 | $8.0k | 93 | 86.02 |
| 2013-06-30 | $7.0k | 93 | 75.27 |
| 2013-03-31 | $7.0k | 93 | 75.27 |
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