Evercore Wealth Management’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Evercore Wealth Management’s Portfolio MGV Stock Details MGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-1,527	Closed	-$117K	–	623
2017 Q4	$117K	Hold	1,527	–	–	﹤0.01%	440
2017 Q3	$110K	Hold	1,527	–	–	﹤0.01%	449
2017 Q2	$106K	Hold	1,527	–	–	﹤0.01%	456
2017 Q1	$105K	Hold	1,527	–	–	﹤0.01%	473
2016 Q4	$102K	Hold	1,527	–	–	﹤0.01%	492
2016 Q3	$96K	Hold	1,527	–	–	﹤0.01%	492
2016 Q2	$94K	Hold	1,527	–	–	﹤0.01%	472
2016 Q1	$91K	Hold	1,527	–	–	﹤0.01%	470
2015 Q4	$90K	Hold	1,527	–	–	﹤0.01%	490
2015 Q3	$84K	Hold	1,527	–	–	﹤0.01%	510
2015 Q2	$91K	Hold	1,527	–	–	﹤0.01%	539
2015 Q1	$91K	Buy	+1,527	New	+$91.9K	﹤0.01%	544

Other funds holding MGV

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Greytown Advisors Miami, Florida $170M AUM 15.94% 1-Year Est. Return