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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.38M	Hold	6,304	–	–	0.02%	199
2026 Q1	$1.28M	Hold	6,304	–	–	0.02%	199
2025 Q4	$1.29M	Hold	6,304	–	–	0.02%	197
2025 Q3	$1.26M	Hold	6,304	–	–	0.02%	198
2025 Q2	$1.19M	Hold	6,304	–	–	0.02%	198
2025 Q1	$1.16M	Hold	6,304	–	–	0.02%	209
2024 Q4	$1.16M	Hold	6,304	–	–	0.02%	207
2024 Q3	$1.2M	Hold	6,304	–	–	0.02%	208
2024 Q2	$1.11M	Hold	6,304	–	–	0.02%	211
2024 Q1	$1.14M	Hold	6,304	–	–	0.02%	210
2023 Q4	$1.06M	Sell	6,304 -1,656	-21%	-$257K	0.02%	216
2023 Q3	$1.18M	Buy	+7,960	New	+$1.24M	0.02%	199

Other funds holding VOOV

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Evercore Wealth Management held its Vanguard S&P 500 Value ETF (VOOV) position steady in Q2 2026 at 6,304 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #199.

Evercore Wealth Management first reported a position in VOOV in Q3 2023 and has held it in 12 quarters since. 451 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Evercore Wealth Management held 6,304 shares of Vanguard S&P 500 Value ETF worth $1.38M as of Q2 2026.
Evercore Wealth Management left its Vanguard S&P 500 Value ETF share count unchanged in Q2 2026.
Vanguard S&P 500 Value ETF made up 0.02% of Evercore Wealth Management's portfolio in Q2 2026, its #199 holding.
Evercore Wealth Management first reported a position in Vanguard S&P 500 Value ETF in Q3 2023 and has held it in 12 quarters since.
451 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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