Evercore Wealth Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $444K | Hold |
1,827
| – | – | 0.01% | 297 |
|
|
2026
Q1 | $397K | Hold |
1,827
| – | – | 0.01% | 309 |
|
|
2025
Q4 | $387K | Buy |
1,827
+115
| +7% | +$24.1K | 0.01% | 318 |
|
|
2025
Q3 | $357K | Hold |
1,712
| – | – | 0.01% | 330 |
|
|
2025
Q2 | $334K | Hold |
1,712
| – | – | 0.01% | 333 |
|
|
2025
Q1 | $319K | Hold |
1,712
| – | – | 0.01% | 329 |
|
|
2024
Q4 | $339K | Sell |
1,712
-173
| -9% | -$35.5K | 0.01% | 325 |
|
|
2024
Q3 | $378K | Sell |
1,885
-50
| -3% | -$9.61K | 0.01% | 310 |
|
|
2024
Q2 | $353K | Sell |
1,935
-11
| -0.6% | -$2.03K | 0.01% | 321 |
|
|
2024
Q1 | $373K | Hold |
1,946
| – | – | 0.01% | 313 |
|
|
2023
Q4 | $350K | Hold |
1,946
| – | – | 0.01% | 314 |
|
|
2023
Q3 | $310K | Hold |
1,946
| – | – | 0.01% | 316 |
|
|
2023
Q2 | $322K | Hold |
1,946
| – | – | 0.01% | 319 |
|
|
2023
Q1 | $309K | Sell |
1,946
-45
| -2% | -$7.45K | 0.01% | 321 |
|
|
2022
Q4 | $316K | Buy |
1,991
+47
| +2% | +$7.48K | 0.01% | 316 |
|
|
2022
Q3 | $279K | Sell |
1,944
-682
| -26% | -$108K | 0.01% | 324 |
|
|
2022
Q2 | $393K | Hold |
2,626
| – | – | 0.01% | 284 |
|
|
2022
Q1 | $462K | Buy |
2,626
+691
| +36% | +$120K | 0.01% | 294 |
|
|
2021
Q4 | $346K | Hold |
1,935
| – | – | 0.01% | 333 |
|
|
2021
Q3 | $328K | Hold |
1,935
| – | – | 0.01% | 346 |
|
|
2021
Q2 | $336K | Hold |
1,935
| – | – | 0.01% | 345 |
|
|
2021
Q1 | $320K | Hold |
1,935
| – | – | 0.01% | 353 |
|
|
2020
Q4 | $275K | Hold |
1,935
| – | – | 0.01% | 373 |
|
|
2020
Q3 | $214K | Buy |
+1,935
| New | +$217K | 0.01% | 357 |
|
|
2018
Q1 | – | Sell |
-464
| Closed | -$62K | – | 769 |
|
|
2017
Q4 | $62K | Hold |
464
| – | – | ﹤0.01% | 550 |
|
|
2017
Q3 | $59K | Hold |
464
| – | – | ﹤0.01% | 555 |
|
|
2017
Q2 | $57K | Hold |
464
| – | – | ﹤0.01% | 563 |
|
|
2017
Q1 | $57K | Hold |
464
| – | – | ﹤0.01% | 577 |
|
|
2016
Q4 | $56K | Hold |
464
| – | – | ﹤0.01% | 590 |
|
|
2016
Q3 | $51K | Hold |
464
| – | – | ﹤0.01% | 596 |
|
|
2016
Q2 | $49K | Hold |
464
| – | – | ﹤0.01% | 586 |
|
|
2016
Q1 | $47K | Hold |
464
| – | – | ﹤0.01% | 579 |
|
|
2015
Q4 | $46K | Buy |
464
+219
| +89% | +$22.3K | ﹤0.01% | 609 |
|
|
2015
Q3 | $24K | Hold |
245
| – | – | ﹤0.01% | 714 |
|
|
2015
Q2 | $27K | Sell |
245
-125
| -34% | -$13.7K | ﹤0.01% | 738 |
|
|
2015
Q1 | $41K | Buy |
+370
| New | +$39.3K | ﹤0.01% | 659 |
|
|
2014
Q4 | – | Sell |
-370
| Closed | -$37K | – | 981 |
|
|
2014
Q3 | $37K | Buy |
370
+300
| +429% | +$31.1K | ﹤0.01% | 650 |
|
|
2014
Q2 | $7K | Hold |
70
| – | – | ﹤0.01% | 876 |
|
|
2014
Q1 | $7K | Hold |
70
| – | – | ﹤0.01% | 841 |
|
|
2013
Q4 | $7K | Hold |
70
| – | – | ﹤0.01% | 783 |
|
|
2013
Q3 | $6K | Hold |
70
| – | – | ﹤0.01% | 825 |
|
|
2013
Q2 | $6K | Buy |
+70
| New | +$5.81K | ﹤0.01% | 756 |
|
Other funds holding VBR
AL
Evercore Wealth Management's VBR Position: Q2 2026 in Review
Evercore Wealth Management held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,827 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #297.
Evercore Wealth Management first reported a position in VBR in Q2 2013 and has held it in 42 quarters since. The position peaked at $462K in Q1 2022. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.
- Evercore Wealth Management held 1,827 shares of Vanguard Morningstar Small-Cap Value ETF worth $444K as of Q2 2026.
- Evercore Wealth Management left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
- Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #297 holding.
- Evercore Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2013 and has held it in 42 quarters since.
- Evercore Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $462K in Q1 2022.
- 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.
Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.