Evercore Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.04M	Hold	25,400	–	–	0.04%	138
2026 Q1	$2.22M	Hold	25,400	–	–	0.03%	148
2025 Q4	$2.39M	Hold	25,400	–	–	0.04%	148
2025 Q3	$2.37M	Hold	25,400	–	–	0.03%	146
2025 Q2	$2.11M	Hold	25,400	–	–	0.03%	151
2025 Q1	$1.72M	Hold	25,400	–	–	0.03%	165
2024 Q4	$1.97M	Sell	25,400 -200	-0.8%	-$15.4K	0.03%	155
2024 Q3	$1.88M	Sell	25,600 -424	-2%	-$30.1K	0.03%	167
2024 Q2	$1.88M	Hold	26,024	–	–	0.03%	166
2024 Q1	$1.71M	Hold	26,024	–	–	0.03%	176
2023 Q4	$1.57M	Hold	26,024	–	–	0.03%	181
2023 Q3	$1.35M	Sell	26,024 -8	-0%	-$435	0.03%	185
2023 Q2	$1.44M	Hold	26,032	–	–	0.03%	182
2023 Q1	$1.25M	Hold	26,032	–	–	0.03%	190
2022 Q4	$1.04M	Sell	26,032 -5,992	-19%	-$244K	0.02%	208
2022 Q3	$1.23M	Sell	32,024 -3,568	-10%	-$157K	0.03%	178
2022 Q2	$1.45M	Sell	35,592 -864	-2%	-$38.9K	0.03%	172
2022 Q1	$1.9M	Sell	36,456 -1,608	-4%	-$82.5K	0.03%	168
2021 Q4	$2.18M	Hold	38,064	–	–	0.04%	164
2021 Q3	$1.91M	Sell	38,064 -5,200	-12%	-$270K	0.03%	172
2021 Q2	$2.16M	Sell	43,264 -1,080	-2%	-$50.9K	0.04%	168
2021 Q1	$1.99M	Sell	44,344 -2,800	-6%	-$126K	0.04%	170
2020 Q4	$2.08M	Buy	47,144 +23,200	+97%	+$954K	0.04%	153
2020 Q3	$932K	Buy	23,944 +4,624	+24%	+$174K	0.02%	202
2020 Q2	$673K	Hold	19,320	–	–	0.02%	235
2020 Q1	$512K	Buy	+19,320	New	+$586K	0.02%	239
2019 Q2	–	Sell	-10,256	Closed	-$257K	–	424
2019 Q1	$257K	Buy	10,256 +480	+5%	+$11.2K	0.01%	355
2018 Q4	$204K	Buy	+9,776	New	+$222K	0.01%	359
2018 Q1	–	Sell	-1,216	Closed	-$25K	–	775
2017 Q4	$25K	Hold	1,216	–	–	﹤0.01%	694
2017 Q3	$23K	Hold	1,216	–	–	﹤0.01%	692
2017 Q2	$21K	Hold	1,216	–	–	﹤0.01%	715
2017 Q1	$21K	Hold	1,216	–	–	﹤0.01%	750
2016 Q4	$18K	Hold	1,216	–	–	﹤0.01%	764
2016 Q3	$18K	Hold	1,216	–	–	﹤0.01%	791
2016 Q2	$16K	Hold	1,216	–	–	﹤0.01%	794
2016 Q1	$17K	Hold	1,216	–	–	﹤0.01%	748
2015 Q4	$16K	Hold	1,216	–	–	﹤0.01%	800
2015 Q3	$15K	Hold	1,216	–	–	﹤0.01%	791
2015 Q2	$16K	Hold	1,216	–	–	﹤0.01%	835
2015 Q1	$16K	Buy	+1,216	New	+$16.1K	﹤0.01%	816
2014 Q4	–	Sell	-1,216	Closed	-$15K	–	987
2014 Q3	$15K	Hold	1,216	–	–	﹤0.01%	777
2014 Q2	$15K	Hold	1,216	–	–	﹤0.01%	783
2014 Q1	$14K	Buy	+1,216	New	+$13.7K	﹤0.01%	798
2013 Q4	–	Sell	-400	Closed	-$4K	–	990
2013 Q3	$4K	Buy	+400	New	+$3.93K	﹤0.01%	912

Other funds holding VGT

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Evercore Wealth Management's VGT Position: Q2 2026 in Review

Evercore Wealth Management held its Vanguard Information Technology ETF (VGT) position steady in Q2 2026 at 25,400 shares worth $3.04M. The position accounts for 0.04% of the portfolio, ranked #138.

Evercore Wealth Management first reported a position in VGT in Q3 2013 and has held it in 44 quarters since. 2,186 funds tracked by Wall St. Rank hold VGT as of Q2 2026.

Evercore Wealth Management held 25,400 shares of Vanguard Information Technology ETF worth $3.04M as of Q2 2026.
Evercore Wealth Management left its Vanguard Information Technology ETF share count unchanged in Q2 2026.
Vanguard Information Technology ETF made up 0.04% of Evercore Wealth Management's portfolio in Q2 2026, its #138 holding.
Evercore Wealth Management first reported a position in Vanguard Information Technology ETF in Q3 2013 and has held it in 44 quarters since.
2,186 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.