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Evercore Wealth Management’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Evercore Wealth Management’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.98M Hold
61,832
– – 0.07% 108
2026
Q1 		$4.44M Buy
61,832
+7,576
+14% +$563K 0.07% 107
2025
Q4 		$3.94M Hold
54,256
– – 0.06% 120
2025
Q3 		$3.98M Sell
54,256
-2,332
-4% -$167K 0.06% 118
2025
Q2 		$3.96M Sell
56,588
-836
-1% -$54.9K 0.06% 116
2025
Q1 		$3.71M Sell
57,424
-1,500
-3% -$101K 0.06% 121
2024
Q4 		$3.89M Sell
58,924
-3,920
-6% -$266K 0.06% 119
2024
Q3 		$4.15M Sell
62,844
-3,500
-5% -$220K 0.06% 110
2024
Q2 		$4.02M Buy
66,344
+3,688
+6% +$224K 0.06% 110
2024
Q1 		$3.91M Sell
62,656
-1,740
-3% -$103K 0.06% 114
2023
Q4 		$3.75M Buy
64,396
+15,836
+33% +$846K 0.06% 113
2023
Q3 		$2.53M Sell
48,560
-12,000
-20% -$658K 0.05% 134
2023
Q2 		$3.33M Hold
60,560
– – 0.06% 116
2023
Q1 		$3.19M Sell
60,560
-5,980
-9% -$318K 0.06% 117
2022
Q4 		$3.39M Buy
66,540
+1,252
+2% +$63.8K 0.07% 116
2022
Q3 		$3.07M Sell
65,288
-420
-0.6% -$21.9K 0.07% 113
2022
Q2 		$3.24M Buy
65,708
+420
+0.6% +$22.7K 0.07% 117
2022
Q1 		$3.88M Hold
65,288
– – 0.07% 117
2021
Q4 		$4.16M Hold
65,288
– – 0.07% 119
2021
Q3 		$3.86M Hold
65,288
– – 0.07% 120
2021
Q2 		$3.87M Sell
65,288
-11,336
-15% -$657K 0.07% 121
2021
Q1 		$4.24M Hold
76,624
– – 0.08% 114
2020
Q4 		$3.96M Sell
76,624
-2,716
-3% -$132K 0.09% 108
2020
Q3 		$3.5M Sell
79,340
-2,028
-2% -$88.4K 0.09% 106
2020
Q2 		$3.33M Buy
81,368
+3,600
+5% +$138K 0.09% 101
2020
Q1 		$2.56M Sell
77,768
-56
-0.1% -$2.32K 0.08% 110
2019
Q4 		$3.47M Sell
77,824
-140
-0.2% -$6.01K 0.09% 114
2019
Q3 		$3.27M Sell
77,964
-864
-1% -$36.1K 0.1% 114
2019
Q2 		$3.29M Buy
78,828
+180
+0.2% +$7.37K 0.1% 114
2019
Q1 		$3.16M Sell
78,648
-356
-0.5% -$13.7K 0.1% 109
2018
Q4 		$2.73M Sell
79,004
-1,816
-2% -$68.2K 0.1% 109
2018
Q3 		$3.32M Sell
80,820
-384
-0.5% -$15.7K 0.11% 107
2018
Q2 		$3.2M Sell
81,204
-156
-0.2% -$6.12K 0.11% 110
2018
Q1 		$3.14M Sell
81,360
-240
-0.3% -$9.45K 0.12% 100
2017
Q4 		$3.16M Sell
81,600
-10,060
-11% -$380K 0.12% 100
2017
Q3 		$3.37M Hold
91,660
– – 0.13% 98
2017
Q2 		$3.27M Sell
91,660
-28
-0% -$989 0.13% 102
2017
Q1 		$3.19M Sell
91,688
-2,248
-2% -$77.2K 0.12% 104
2016
Q4 		$3.09M Sell
93,936
-320
-0.3% -$10.4K 0.13% 107
2016
Q3 		$3.05M Sell
94,256
-140
-0.1% -$4.49K 0.13% 110
2016
Q2 		$2.92M Buy
94,396
+76,756
+435% +$2.35M 0.13% 108
2016
Q1 		$535K Sell
17,640
-3,720
-17% -$105K 0.02% 231
2015
Q4 		$641K Sell
21,360
-316
-1% -$9.64K 0.03% 224
2015
Q3 		$632K Hold
21,676
– – 0.03% 229
2015
Q2 		$689K Buy
21,676
+2,620
+14% +$85K 0.03% 235
2015
Q1 		$632K Buy
+19,056
New +$599K 0.03% 244
2014
Q4 		– Sell
-27,180
Closed -$798K – 991
2014
Q3 		$798K Buy
27,180
+11,880
+78% +$353K 0.04% 203
2014
Q2 		$454K Buy
15,300
+4,000
+35% +$114K 0.02% 282
2014
Q1 		$321K Sell
11,300
-200
-2% -$5.55K 0.02% 315
2013
Q4 		$316K Hold
11,500
– – 0.02% 320
2013
Q3 		$295K Buy
11,500
+1,000
+10% +$25.1K 0.02% 350
2013
Q2 		$250K Buy
+10,500
New +$249K 0.01% 374

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Evercore Wealth Management held its Vanguard Morningstar Mid-Cap ETF (VO) position steady in Q2 2026 at 61,832 shares worth $4.98M. The position accounts for 0.07% of the portfolio, ranked #108.

Evercore Wealth Management first reported a position in VO in Q2 2013 and has held it in 52 quarters since. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Evercore Wealth Management held 61,832 shares of Vanguard Morningstar Mid-Cap ETF worth $4.98M as of Q2 2026.
  • Evercore Wealth Management left its Vanguard Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap ETF made up 0.07% of Evercore Wealth Management's portfolio in Q2 2026, its #108 holding.
  • Evercore Wealth Management first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • 2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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