EWM
VEA icon

Evercore Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Evercore Wealth Management’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.4M Buy
240,254
+21,294
+10% +$1.41M 0.24% 55
2025
Q4 		$13.7M Buy
218,960
+8,875
+4% +$544K 0.2% 61
2025
Q3 		$12.6M Buy
210,085
+3,558
+2% +$207K 0.18% 63
2025
Q2 		$11.8M Buy
206,527
+2,550
+1% +$137K 0.18% 64
2025
Q1 		$10.4M Sell
203,977
-6,509
-3% -$329K 0.17% 66
2024
Q4 		$10.1M Buy
210,486
+4,031
+2% +$202K 0.15% 71
2024
Q3 		$10.9M Sell
206,455
-3,350
-2% -$170K 0.16% 66
2024
Q2 		$10.4M Buy
209,805
+9,744
+5% +$485K 0.16% 68
2024
Q1 		$10M Sell
200,061
-1,999
-1% -$96.5K 0.16% 68
2023
Q4 		$9.68M Buy
202,060
+31,178
+18% +$1.4M 0.16% 68
2023
Q3 		$7.47M Buy
170,882
+1,349
+0.8% +$61.7K 0.14% 74
2023
Q2 		$7.83M Buy
169,533
+3,471
+2% +$160K 0.14% 74
2023
Q1 		$7.5M Buy
166,062
+7,053
+4% +$314K 0.15% 71
2022
Q4 		$6.67M Sell
159,009
-26,365
-14% -$1.07M 0.14% 78
2022
Q3 		$6.74M Buy
185,374
+27,145
+17% +$1.11M 0.15% 75
2022
Q2 		$6.46M Buy
158,229
+4,676
+3% +$208K 0.14% 77
2022
Q1 		$7.38M Sell
153,553
-18,600
-11% -$905K 0.13% 78
2021
Q4 		$8.79M Buy
172,153
+10,500
+6% +$539K 0.14% 76
2021
Q3 		$8.16M Sell
161,653
-1,000
-0.6% -$52K 0.15% 74
2021
Q2 		$8.38M Buy
162,653
+3
+0% +$155 0.15% 77
2021
Q1 		$7.99M Buy
162,650
+22,060
+16% +$1.08M 0.16% 74
2020
Q4 		$6.64M Sell
140,590
-9,968
-7% -$438K 0.14% 79
2020
Q3 		$6.16M Sell
150,558
-140,734
-48% -$5.77M 0.15% 77
2020
Q2 		$11.3M Buy
291,292
+208,776
+253% +$7.62M 0.3% 54
2020
Q1 		$2.75M Buy
82,516
+39,918
+94% +$1.6M 0.09% 107
2019
Q4 		$1.88M Sell
42,598
-1,456
-3% -$62.1K 0.05% 157
2019
Q3 		$1.81M Buy
44,054
+11,025
+33% +$450K 0.05% 157
2019
Q2 		$1.38M Buy
33,029
+10,842
+49% +$447K 0.04% 171
2019
Q1 		$907K Buy
22,187
+11,151
+101% +$446K 0.03% 209
2018
Q4 		$409K Sell
11,036
-46
-0.4% -$1.82K 0.02% 270
2018
Q3 		$480K Buy
11,082
+367
+3% +$15.8K 0.02% 278
2018
Q2 		$460K Sell
10,715
-2,384
-18% -$106K 0.02% 279
2018
Q1 		$579K Sell
13,099
-25
-0.2% -$1.13K 0.02% 227
2017
Q4 		$589K Buy
13,124
+25
+0.2% +$1.1K 0.02% 239
2017
Q3 		$569K Buy
13,099
+3,700
+39% +$157K 0.02% 238
2017
Q2 		$388K Hold
9,399
– – 0.02% 285
2017
Q1 		$370K Hold
9,399
– – 0.01% 295
2016
Q4 		$343K Hold
9,399
– – 0.01% 294
2016
Q3 		$351K Buy
9,399
+1,680
+22% +$61.8K 0.01% 291
2016
Q2 		$273K Sell
7,719
-1,250
-14% -$45.2K 0.01% 312
2016
Q1 		$322K Buy
8,969
+2,250
+33% +$77.7K 0.01% 296
2015
Q4 		$247K Sell
6,719
-678
-9% -$25.4K 0.01% 338
2015
Q3 		$263K Hold
7,397
– – 0.01% 347
2015
Q2 		$294K Hold
7,397
– – 0.01% 360
2015
Q1 		$295K Buy
+7,397
New +$290K 0.01% 356
2014
Q4 		– Sell
-15,235
Closed -$605K – 982
2014
Q3 		$605K Hold
15,235
– – 0.03% 238
2014
Q2 		$649K Hold
15,235
– – 0.03% 236
2014
Q1 		$629K Hold
15,235
– – 0.04% 235
2013
Q4 		$636K Buy
15,235
+1,275
+9% +$51.7K 0.04% 234
2013
Q3 		$551K Buy
13,960
+2,978
+27% +$113K 0.03% 265
2013
Q2 		$390K Buy
+10,982
New +$411K 0.02% 312

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Evercore Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 9.7% in Q1 2026, buying an estimated $1.41M and bringing the position to 240,254 shares worth $15.4M. The position accounts for 0.24% of the portfolio, ranked #55.

Evercore Wealth Management first reported a position in VEA in Q2 2013 and has held it in 51 quarters since. 2,894 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Evercore Wealth Management held 240,254 shares of Vanguard FTSE Developed Markets ETF worth $15.4M as of Q1 2026.
  • Evercore Wealth Management bought 21,294 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $1.41M.
  • Vanguard FTSE Developed Markets ETF made up 0.24% of Evercore Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Evercore Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and has held it in 51 quarters since.
  • 2,894 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

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