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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

Tip: Access up to 7 years of quarterly data

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

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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
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