Evercore Wealth Management’s Vanguard Russell 2000 ETF VTWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,122	Closed	-$279K	–	434
2024 Q4	$279K	Sell	3,122 -103	-3%	-$9.5K	﹤0.01%	346
2024 Q3	$288K	Hold	3,225	–	–	﹤0.01%	349
2024 Q2	$264K	Buy	+3,225	New	+$264K	﹤0.01%	352

Other funds holding VTWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

NIM

NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SRA

Summit Rock Advisors New York $16M AUM

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Evercore Wealth Management's VTWO Position: Q1 2025 in Review

Evercore Wealth Management sold out of Vanguard Russell 2000 ETF (VTWO) in Q1 2025, closing a stake of 3,122 shares — an estimated $279K sold.

Evercore Wealth Management first reported a position in VTWO in Q2 2024 and held it in 3 quarters. The position peaked at $288K in Q3 2024. 581 funds tracked by Wall St. Rank hold VTWO as of Q1 2025.

Evercore Wealth Management reported no remaining Vanguard Russell 2000 ETF position as of Q1 2025 after selling out during the quarter.
Evercore Wealth Management sold 3,122 Vanguard Russell 2000 ETF shares in Q1 2025, an estimated $279K.
Evercore Wealth Management first reported a position in Vanguard Russell 2000 ETF in Q2 2024 and held it in 3 quarters.
Evercore Wealth Management's Vanguard Russell 2000 ETF position peaked at $288K in Q3 2024.
581 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q1 2025.

Based on Evercore Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.