Evercore Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-458	Closed	-$51K	–	782
2017 Q4	$51K	Hold	458	–	–	﹤0.01%	579
2017 Q3	$48K	Hold	458	–	–	﹤0.01%	581
2017 Q2	$47K	Hold	458	–	–	﹤0.01%	586
2017 Q1	$47K	Hold	458	–	–	﹤0.01%	611
2016 Q4	$45K	Hold	458	–	–	﹤0.01%	628
2016 Q3	$43K	Hold	458	–	–	﹤0.01%	633
2016 Q2	$41K	Hold	458	–	–	﹤0.01%	615
2016 Q1	$40K	Hold	458	–	–	﹤0.01%	611
2015 Q4	$39K	Buy	458 +391	+584%	+$34.2K	﹤0.01%	642
2015 Q3	$6K	Hold	67	–	–	﹤0.01%	880
2015 Q2	$6K	Hold	67	–	–	﹤0.01%	979
2015 Q1	$6K	Buy	+67	New	+$6.05K	﹤0.01%	922
2014 Q4	–	Sell	-67	Closed	-$6K	–	992
2014 Q3	$6K	Hold	67	–	–	﹤0.01%	862
2014 Q2	$6K	Hold	67	–	–	﹤0.01%	896
2014 Q1	$6K	Hold	67	–	–	﹤0.01%	850
2013 Q4	$5K	Hold	67	–	–	﹤0.01%	803
2013 Q3	$5K	Hold	67	–	–	﹤0.01%	857
2013 Q2	$5K	Buy	+67	New	+$4.59K	﹤0.01%	762

Other funds holding VOE

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

Evercore Wealth Management's VOE Position: Q1 2018 in Review

Evercore Wealth Management sold out of Vanguard Mid-Cap Value ETF (VOE) in Q1 2018, closing a stake of 458 shares — an estimated $51K sold.

Evercore Wealth Management first reported a position in VOE in Q2 2013 and held it in 18 quarters. The position peaked at $51K in Q4 2017. 424 funds tracked by Wall St. Rank hold VOE as of Q1 2018.

Evercore Wealth Management reported no remaining Vanguard Mid-Cap Value ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 458 Vanguard Mid-Cap Value ETF shares in Q1 2018, an estimated $51K.
Evercore Wealth Management first reported a position in Vanguard Mid-Cap Value ETF in Q2 2013 and held it in 18 quarters.
Evercore Wealth Management's Vanguard Mid-Cap Value ETF position peaked at $51K in Q4 2017.
424 funds tracked by Wall St. Rank held Vanguard Mid-Cap Value ETF as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.