Evercore Wealth Management’s Vanguard Financials ETF VFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,237	Closed	-$209K	–	432
2022 Q1	$209K	Hold	2,237	–	–	﹤0.01%	413
2021 Q4	$216K	Hold	2,237	–	–	﹤0.01%	402
2021 Q3	$207K	Hold	2,237	–	–	﹤0.01%	406
2021 Q2	$202K	Buy	+2,237	New	+$202K	﹤0.01%	419
2018 Q1	–	Sell	-360	Closed	-$25K	–	773
2017 Q4	$25K	Hold	360	–	–	﹤0.01%	693
2017 Q3	$24K	Hold	360	–	–	﹤0.01%	682
2017 Q2	$23K	Hold	360	–	–	﹤0.01%	697
2017 Q1	$22K	Hold	360	–	–	﹤0.01%	744
2016 Q4	$21K	Hold	360	–	–	﹤0.01%	748
2016 Q3	$18K	Hold	360	–	–	﹤0.01%	790
2016 Q2	$17K	Hold	360	–	–	﹤0.01%	781
2016 Q1	$17K	Hold	360	–	–	﹤0.01%	747
2015 Q4	$17K	Hold	360	–	–	﹤0.01%	794
2015 Q3	$17K	Hold	360	–	–	﹤0.01%	774
2015 Q2	$18K	Hold	360	–	–	﹤0.01%	815
2015 Q1	$18K	Buy	+360	New	+$17.6K	﹤0.01%	803
2014 Q4	–	Sell	-360	Closed	-$17K	–	984
2014 Q3	$17K	Hold	360	–	–	﹤0.01%	761
2014 Q2	$17K	Sell	360 -100	-22%	-$4.53K	﹤0.01%	765
2014 Q1	$21K	Sell	460 -1,125	-71%	-$49.9K	﹤0.01%	736
2013 Q4	$70K	Hold	1,585	–	–	﹤0.01%	514
2013 Q3	$65K	Buy	1,585 +285	+22%	+$11.8K	﹤0.01%	538
2013 Q2	$52K	Buy	+1,300	New	+$51.4K	﹤0.01%	564

Other funds holding VFH

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Evercore Wealth Management's VFH Position: Q2 2022 in Review

Evercore Wealth Management sold out of Vanguard Financials ETF (VFH) in Q2 2022, closing a stake of 2,237 shares — an estimated $209K sold.

Evercore Wealth Management first reported a position in VFH in Q2 2013 and held it in 22 quarters. The position peaked at $216K in Q4 2021. 564 funds tracked by Wall St. Rank hold VFH as of Q2 2022.

Evercore Wealth Management reported no remaining Vanguard Financials ETF position as of Q2 2022 after selling out during the quarter.
Evercore Wealth Management sold 2,237 Vanguard Financials ETF shares in Q2 2022, an estimated $209K.
Evercore Wealth Management first reported a position in Vanguard Financials ETF in Q2 2013 and held it in 22 quarters.
Evercore Wealth Management's Vanguard Financials ETF position peaked at $216K in Q4 2021.
564 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q2 2022.

Based on Evercore Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.