Evercore Wealth Management’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$254K	Hold	1,986	–	–	﹤0.01%	364
2026 Q1	$218K	Sell	1,986 -115	-5%	-$13.4K	﹤0.01%	379
2025 Q4	$256K	Hold	2,101	–	–	﹤0.01%	364
2025 Q3	$253K	Sell	2,101 -415	-16%	-$47.6K	﹤0.01%	367
2025 Q2	$275K	Hold	2,516	–	–	﹤0.01%	347
2025 Q1	$233K	Hold	2,516	–	–	﹤0.01%	375
2024 Q4	$260K	Buy	+2,516	New	+$255K	﹤0.01%	361

Other funds holding VONG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Evercore Wealth Management held its Vanguard Russell 1000 Growth ETF (VONG) position steady in Q2 2026 at 1,986 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Evercore Wealth Management first reported a position in VONG in Q4 2024 and has held it in 7 quarters since. The position peaked at $275K in Q2 2025. 951 funds tracked by Wall St. Rank hold VONG as of Q2 2026.

Evercore Wealth Management held 1,986 shares of Vanguard Russell 1000 Growth ETF worth $254K as of Q2 2026.
Evercore Wealth Management left its Vanguard Russell 1000 Growth ETF share count unchanged in Q2 2026.
Vanguard Russell 1000 Growth ETF made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #364 holding.
Evercore Wealth Management first reported a position in Vanguard Russell 1000 Growth ETF in Q4 2024 and has held it in 7 quarters since.
Evercore Wealth Management's Vanguard Russell 1000 Growth ETF position peaked at $275K in Q2 2025.
951 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q2 2026.

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