Evercore Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$259K	Buy	5,166 +95	+2%	+$4.78K	﹤0.01%	362
2026 Q1	$253K	Hold	5,071	–	–	﹤0.01%	356
2025 Q4	$251K	Buy	5,071 +241	+5%	+$12.1K	﹤0.01%	366
2025 Q3	$245K	Hold	4,830	–	–	﹤0.01%	368
2025 Q2	$243K	Hold	4,830	–	–	﹤0.01%	368
2025 Q1	$241K	Hold	4,830	–	–	﹤0.01%	368
2024 Q4	$234K	Hold	4,830	–	–	﹤0.01%	380
2024 Q3	$238K	Hold	4,830	–	–	﹤0.01%	376
2024 Q2	$234K	Hold	4,830	–	–	﹤0.01%	370
2024 Q1	$231K	Hold	4,830	–	–	﹤0.01%	383
2023 Q4	$229K	Hold	4,830	–	–	﹤0.01%	391
2023 Q3	$228K	Hold	4,830	–	–	﹤0.01%	365
2023 Q2	$229K	Buy	+4,830	New	+$230K	﹤0.01%	379
2016 Q1	–	Sell	-218	Closed	-$11K	–	1021
2015 Q4	$11K	Hold	218	–	–	﹤0.01%	847
2015 Q3	$11K	Buy	+218	New	+$10.6K	﹤0.01%	827

Other funds holding VTIP

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Evercore Wealth Management increased its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 1.9% in Q2 2026, buying an estimated $4.78K and bringing the position to 5,166 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Evercore Wealth Management first reported a position in VTIP in Q3 2015 and has held it in 15 quarters since. 948 funds tracked by Wall St. Rank hold VTIP as of Q2 2026.

Evercore Wealth Management held 5,166 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $259K as of Q2 2026.
Evercore Wealth Management bought 95 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q2 2026, an estimated $4.78K.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #362 holding.
Evercore Wealth Management first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q3 2015 and has held it in 15 quarters since.
948 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q2 2026.

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