Evercore Wealth Management’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-5,197	Closed	-$312K	–	437
2025 Q3	$312K	Hold	5,197	–	–	﹤0.01%	343
2025 Q2	$311K	Hold	5,197	–	–	﹤0.01%	337
2025 Q1	$309K	Hold	5,197	–	–	0.01%	334
2024 Q4	$301K	Buy	+5,197	New	+$305K	﹤0.01%	341

Other funds holding VGIT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $12.6B AUM 31.26% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.36B AUM 7.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Evercore Wealth Management's VGIT Position: Q4 2025 in Review

Evercore Wealth Management sold out of Vanguard Intermediate-Term Treasury ETF (VGIT) in Q4 2025, closing a stake of 5,197 shares — an estimated $312K sold.

Evercore Wealth Management first reported a position in VGIT in Q4 2024 and held it in 4 quarters. The position peaked at $312K in Q3 2025. 925 funds tracked by Wall St. Rank hold VGIT as of Q4 2025.

Evercore Wealth Management reported no remaining Vanguard Intermediate-Term Treasury ETF position as of Q4 2025 after selling out during the quarter.
Evercore Wealth Management sold 5,197 Vanguard Intermediate-Term Treasury ETF shares in Q4 2025, an estimated $312K.
Evercore Wealth Management first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2024 and held it in 4 quarters.
Evercore Wealth Management's Vanguard Intermediate-Term Treasury ETF position peaked at $312K in Q3 2025.
925 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q4 2025.

Based on Evercore Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.