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Evercore Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Evercore Wealth Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.95M Sell
22,721
-2
-0% -$541 0.09% 96
2025
Q4 		$5.86M Sell
22,723
-1,290
-5% -$330K 0.09% 98
2025
Q3 		$6.11M Sell
24,013
-528
-2% -$131K 0.09% 93
2025
Q2 		$5.82M Sell
24,541
-50
-0.2% -$11.2K 0.09% 93
2025
Q1 		$5.45M Sell
24,591
-13
-0.1% -$3.1K 0.09% 90
2024
Q4 		$5.91M Sell
24,604
-2,229
-8% -$548K 0.09% 92
2024
Q3 		$6.37M Hold
26,833
– – 0.1% 88
2024
Q2 		$5.85M Sell
26,833
-805
-3% -$177K 0.09% 90
2024
Q1 		$6.32M Sell
27,638
-1,093
-4% -$235K 0.1% 89
2023
Q4 		$6.13M Buy
28,731
+411
+1% +$79.2K 0.1% 85
2023
Q3 		$5.35M Sell
28,320
-1,210
-4% -$241K 0.1% 87
2023
Q2 		$5.87M Hold
29,530
– – 0.11% 84
2023
Q1 		$5.6M Sell
29,530
-1,011
-3% -$196K 0.11% 84
2022
Q4 		$5.61M Buy
30,541
+334
+1% +$61.9K 0.12% 84
2022
Q3 		$5.16M Sell
30,207
-254
-0.8% -$48K 0.12% 83
2022
Q2 		$5.36M Sell
30,461
-230
-0.7% -$44.4K 0.11% 89
2022
Q1 		$6.52M Hold
30,691
– – 0.12% 85
2021
Q4 		$6.94M Sell
30,691
-443
-1% -$101K 0.11% 85
2021
Q3 		$6.81M Sell
31,134
-500
-2% -$111K 0.12% 85
2021
Q2 		$7.13M Sell
31,634
-589
-2% -$131K 0.13% 83
2021
Q1 		$6.9M Buy
32,223
+77
+0.2% +$16.2K 0.14% 85
2020
Q4 		$6.26M Sell
32,146
-579
-2% -$102K 0.13% 88
2020
Q3 		$5.03M Sell
32,725
-1,654
-5% -$254K 0.12% 88
2020
Q2 		$5.01M Sell
34,379
-725
-2% -$97.4K 0.13% 87
2020
Q1 		$4.05M Sell
35,104
-2,208
-6% -$332K 0.13% 88
2019
Q4 		$6.18M Sell
37,312
-345
-0.9% -$55K 0.17% 78
2019
Q3 		$5.79M Sell
37,657
-225
-0.6% -$34.9K 0.17% 79
2019
Q2 		$5.93M Buy
37,882
+85
+0.2% +$13.1K 0.18% 77
2019
Q1 		$5.78M Buy
37,797
+210
+0.6% +$31.2K 0.19% 80
2018
Q4 		$4.96M Buy
37,587
+2,385
+7% +$347K 0.19% 80
2018
Q3 		$5.72M Sell
35,202
-275
-0.8% -$44.5K 0.18% 85
2018
Q2 		$5.52M Sell
35,477
-1,073
-3% -$164K 0.19% 83
2018
Q1 		$5.37M Buy
36,550
+271
+0.7% +$40.5K 0.21% 82
2017
Q4 		$5.36M Sell
36,279
-595
-2% -$86.1K 0.2% 81
2017
Q3 		$5.21M Sell
36,874
-240
-0.6% -$32.7K 0.2% 82
2017
Q2 		$5.03M Hold
37,114
– – 0.19% 86
2017
Q1 		$4.95M Buy
37,114
+922
+3% +$122K 0.19% 88
2016
Q4 		$4.67M Sell
36,192
-1
-0% -$124 0.19% 88
2016
Q3 		$4.42M Buy
36,193
+261
+0.7% +$31.6K 0.18% 93
2016
Q2 		$4.16M Buy
35,932
+7,747
+27% +$880K 0.18% 97
2016
Q1 		$3.14M Buy
28,185
+1,092
+4% +$113K 0.14% 102
2015
Q4 		$3M Sell
27,093
-346
-1% -$39.2K 0.14% 108
2015
Q3 		$2.96M Sell
27,439
-12,340
-31% -$1.44M 0.14% 108
2015
Q2 		$4.83M Sell
39,779
-1,807
-4% -$222K 0.22% 94
2015
Q1 		$5.1M Sell
41,586
-41,299
-50% -$4.89M 0.23% 94
2014
Q4 		$9.67M Sell
82,885
-24,702
-23% -$2.81M 0.48% 58
2014
Q3 		$11.9M Sell
107,587
-12,835
-11% -$1.47M 0.6% 52
2014
Q2 		$14.1M Sell
120,422
-34,890
-22% -$3.9M 0.73% 49
2014
Q1 		$17.5M Buy
155,312
+38,830
+33% +$4.3M 0.98% 38
2013
Q4 		$12.8M Buy
116,482
+86,299
+286% +$9.18M 0.7% 50
2013
Q3 		$3.09M Buy
30,183
+7,465
+33% +$744K 0.18% 130
2013
Q2 		$2.13M Buy
+22,718
New +$2.1M 0.12% 154

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Evercore Wealth Management's VB Position: Q1 2026 in Review

Evercore Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.01% in Q1 2026, selling an estimated $541 and leaving 22,721 shares worth $5.95M. The position accounts for 0.09% of the portfolio, ranked #96.

Evercore Wealth Management first reported a position in VB in Q2 2013 and has held it in 52 quarters since. The position peaked at $17.5M in Q1 2014. 2,388 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Evercore Wealth Management held 22,721 shares of Vanguard Morningstar Small-Cap ETF worth $5.95M as of Q1 2026.
  • Evercore Wealth Management sold 2 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $541.
  • Vanguard Morningstar Small-Cap ETF made up 0.09% of Evercore Wealth Management's portfolio in Q1 2026, its #96 holding.
  • Evercore Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Evercore Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $17.5M in Q1 2014.
  • 2,388 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.