EWM
VOO icon

Evercore Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History

Evercore Wealth Management’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$75M Buy
125,464
+16,815
+15% +$10.5M 1.18% 27
2025
Q4 		$68.1M Buy
108,649
+24,272
+29% +$15.1M 1% 27
2025
Q3 		$51.7M Buy
84,377
+16,066
+24% +$9.47M 0.76% 34
2025
Q2 		$38.8M Buy
68,311
+6,980
+11% +$3.67M 0.6% 40
2025
Q1 		$31.5M Buy
61,331
+2,829
+5% +$1.53M 0.51% 43
2024
Q4 		$31.5M Buy
58,502
+2,424
+4% +$1.31M 0.47% 42
2024
Q3 		$29.6M Buy
56,078
+1,337
+2% +$680K 0.44% 45
2024
Q2 		$27.4M Sell
54,741
-90
-0.2% -$43.3K 0.43% 47
2024
Q1 		$26.4M Sell
54,831
-278
-0.5% -$127K 0.41% 47
2023
Q4 		$24.1M Buy
55,109
+3,758
+7% +$1.54M 0.4% 47
2023
Q3 		$20.2M Sell
51,351
-592
-1% -$242K 0.38% 49
2023
Q2 		$21.2M Buy
51,943
+8,749
+20% +$3.38M 0.39% 49
2023
Q1 		$16.2M Sell
43,194
-52
-0.1% -$19.1K 0.32% 49
2022
Q4 		$15.2M Buy
43,246
+1,030
+2% +$364K 0.32% 52
2022
Q3 		$13.9M Buy
42,216
+19
+0% +$6.94K 0.31% 53
2022
Q2 		$14.6M Buy
42,197
+336
+0.8% +$127K 0.31% 55
2022
Q1 		$17.4M Sell
41,861
-426
-1% -$174K 0.31% 52
2021
Q4 		$18.5M Hold
42,287
– – 0.3% 55
2021
Q3 		$16.7M Sell
42,287
-633
-1% -$257K 0.3% 55
2021
Q2 		$16.9M Sell
42,920
-260
-0.6% -$99.8K 0.31% 53
2021
Q1 		$15.7M Sell
43,180
-141
-0.3% -$50K 0.31% 54
2020
Q4 		$14.9M Sell
43,321
-2,113
-5% -$689K 0.32% 51
2020
Q3 		$14M Sell
45,434
-2,093
-4% -$638K 0.34% 52
2020
Q2 		$13.5M Buy
47,527
+9,282
+24% +$2.5M 0.36% 53
2020
Q1 		$9.06M Buy
38,245
+12,972
+51% +$3.63M 0.3% 56
2019
Q4 		$7.47M Sell
25,273
-181
-0.7% -$51.2K 0.2% 67
2019
Q3 		$6.94M Buy
25,454
+425
+2% +$115K 0.2% 73
2019
Q2 		$6.74M Buy
25,029
+157
+0.6% +$41.5K 0.2% 72
2019
Q1 		$6.46M Buy
24,872
+13,530
+119% +$3.38M 0.21% 76
2018
Q4 		$2.61M Sell
11,342
-100
-0.9% -$24.8K 0.1% 111
2018
Q3 		$3.06M Buy
11,442
+181
+2% +$47.4K 0.1% 117
2018
Q2 		$2.81M Hold
11,261
– – 0.1% 114
2018
Q1 		$2.73M Sell
11,261
-2,807
-20% -$704K 0.1% 111
2017
Q4 		$3.45M Sell
14,068
-57
-0.4% -$13.6K 0.13% 99
2017
Q3 		$3.26M Sell
14,125
-475
-3% -$108K 0.13% 101
2017
Q2 		$3.24M Buy
14,600
+6,180
+73% +$1.36M 0.13% 103
2017
Q1 		$1.82M Buy
8,420
+5,491
+187% +$1.17M 0.07% 140
2016
Q4 		$601K Buy
2,929
+1,629
+125% +$327K 0.02% 239
2016
Q3 		$258K Buy
1,300
+475
+58% +$94.2K 0.01% 329
2016
Q2 		$159K Buy
825
+562
+214% +$107K 0.01% 397
2016
Q1 		$50K Buy
+263
New +$47.1K ﹤0.01% 566
2015
Q3 		– Sell
-1,872
Closed -$353K – 1053
2015
Q2 		$353K Buy
+1,872
New +$361K 0.02% 326

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Evercore Wealth Management's VOO Position: Q1 2026 in Review

Evercore Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 15% in Q1 2026, buying an estimated $10.5M and bringing the position to 125,464 shares worth $75M. The position accounts for 1.18% of the portfolio, ranked #27.

Evercore Wealth Management first reported a position in VOO in Q2 2015 and has held it in 42 quarters since. 3,834 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Evercore Wealth Management held 125,464 shares of Vanguard S&P 500 ETF worth $75M as of Q1 2026.
  • Evercore Wealth Management bought 16,815 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $10.5M.
  • Vanguard S&P 500 ETF made up 1.18% of Evercore Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Evercore Wealth Management first reported a position in Vanguard S&P 500 ETF in Q2 2015 and has held it in 42 quarters since.
  • 3,834 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.