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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-644	Closed	-$82K	–	783
2017 Q4	$82K	Hold	644	–	–	﹤0.01%	503
2017 Q3	$78K	Hold	644	–	–	﹤0.01%	507
2017 Q2	$76K	Sell	644 -48	-7%	-$5.58K	﹤0.01%	524
2017 Q1	$78K	Buy	692 +48	+7%	+$5.34K	﹤0.01%	525
2016 Q4	$68K	Buy	644 +242	+60%	+$25.4K	﹤0.01%	552
2016 Q3	$43K	Hold	402	–	–	﹤0.01%	634
2016 Q2	$41K	Hold	402	–	–	﹤0.01%	616
2016 Q1	$40K	Hold	402	–	–	﹤0.01%	612
2015 Q4	$40K	Buy	402 +333	+483%	+$33.7K	﹤0.01%	635
2015 Q3	$7K	Hold	69	–	–	﹤0.01%	868
2015 Q2	$7K	Hold	69	–	–	﹤0.01%	965
2015 Q1	$7K	Buy	+69	New	+$7.19K	﹤0.01%	909
2014 Q4	–	Sell	-69	Closed	-$7K	–	993
2014 Q3	$7K	Hold	69	–	–	﹤0.01%	848
2014 Q2	$7K	Hold	69	–	–	﹤0.01%	877
2014 Q1	$6K	Hold	69	–	–	﹤0.01%	851
2013 Q4	$6K	Hold	69	–	–	﹤0.01%	792
2013 Q3	$6K	Hold	69	–	–	﹤0.01%	827
2013 Q2	$5K	Buy	+69	New	+$5.38K	﹤0.01%	763

Other funds holding VOT

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Evercore Wealth Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2018, closing a stake of 644 shares — an estimated $82K sold.

Evercore Wealth Management first reported a position in VOT in Q2 2013 and held it in 18 quarters. The position peaked at $82K in Q4 2017. 348 funds tracked by Wall St. Rank hold VOT as of Q1 2018.

Evercore Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 644 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2018, an estimated $82K.
Evercore Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2013 and held it in 18 quarters.
Evercore Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $82K in Q4 2017.
348 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2018.

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