Evercore Wealth Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.33M	Buy	61,885 +673	+1%	+$56.6K	0.08%	103
2026 Q1	$4.46M	Hold	61,212	–	–	0.07%	106
2025 Q4	$4.98M	Sell	61,212 -60	-0.1%	-$4.87K	0.07%	108
2025 Q3	$4.9M	Sell	61,272 -1,428	-2%	-$109K	0.07%	105
2025 Q2	$4.58M	Sell	62,700 -2,112	-3%	-$139K	0.07%	105
2025 Q1	$4.01M	Hold	64,812	–	–	0.06%	111
2024 Q4	$4.43M	Hold	64,812	–	–	0.07%	108
2024 Q3	$4.15M	Sell	64,812 -1,272	-2%	-$78.8K	0.06%	109
2024 Q2	$4.12M	Sell	66,084 -504	-0.8%	-$29.4K	0.06%	108
2024 Q1	$3.82M	Sell	66,588 -138	-0.2%	-$7.59K	0.06%	116
2023 Q4	$3.46M	Buy	66,726 +4,050	+6%	+$195K	0.06%	118
2023 Q3	$2.84M	Sell	62,676 -12	-0%	-$567	0.05%	127
2023 Q2	$2.96M	Hold	62,688	–	–	0.05%	127
2023 Q1	$2.61M	Hold	62,688	–	–	0.05%	133
2022 Q4	$2.23M	Sell	62,688 -1,272	-2%	-$46.8K	0.05%	145
2022 Q3	$2.28M	Buy	63,960 +3,006	+5%	+$121K	0.05%	136
2022 Q2	$2.26M	Sell	60,954 -474	-0.8%	-$19.5K	0.05%	138
2022 Q1	$2.94M	Buy	61,428 +6,312	+11%	+$299K	0.05%	133
2021 Q4	$2.95M	Hold	55,116	–	–	0.05%	140
2021 Q3	$2.67M	Sell	55,116 -774	-1%	-$38.5K	0.05%	148
2021 Q2	$2.67M	Hold	55,890	–	–	0.05%	152
2021 Q1	$2.39M	Buy	55,890 +120	+0.2%	+$5.13K	0.05%	153
2020 Q4	$2.35M	Hold	55,770	–	–	0.05%	143
2020 Q3	$2.12M	Buy	55,770 +1,200	+2%	+$44.3K	0.05%	142
2020 Q2	$1.84M	Sell	54,570 -2,460	-4%	-$75.7K	0.05%	149
2020 Q1	$1.49M	Buy	57,030 +4,530	+9%	+$136K	0.05%	154
2019 Q4	$1.59M	Buy	52,500 +16,512	+46%	+$477K	0.04%	173
2019 Q3	$997K	Buy	35,988 +14,664	+69%	+$407K	0.03%	202
2019 Q2	$580K	Buy	21,324 +3,390	+19%	+$90.5K	0.02%	262
2019 Q1	$468K	Buy	17,934 +384	+2%	+$9.48K	0.02%	279
2018 Q4	$393K	Buy	17,550 +6,174	+54%	+$150K	0.01%	273
2018 Q3	$305K	Hold	11,376	–	–	0.01%	344
2018 Q2	$284K	Buy	11,376 +492	+5%	+$12.1K	0.01%	337
2018 Q1	$257K	Buy	10,884 +7,200	+195%	+$176K	0.01%	315
2017 Q4	$86K	Sell	3,684 -4,194	-53%	-$96.3K	﹤0.01%	492
2017 Q3	$174K	Hold	7,878	–	–	0.01%	386
2017 Q2	$167K	Hold	7,878	–	–	0.01%	390
2017 Q1	$159K	Sell	7,878 -1,098	-12%	-$21.7K	0.01%	407
2016 Q4	$166K	Hold	8,976	–	–	0.01%	411
2016 Q3	$168K	Hold	8,976	–	–	0.01%	409
2016 Q2	$160K	Hold	8,976	–	–	0.01%	395
2016 Q1	$159K	Hold	8,976	–	–	0.01%	395
2015 Q4	$159K	Buy	8,976 +8,418	+1,509%	+$151K	0.01%	411
2015 Q3	$9K	Sell	558 -3,480	-86%	-$61.7K	﹤0.01%	853
2015 Q2	$72K	Buy	4,038 +3,480	+624%	+$63.2K	﹤0.01%	574
2015 Q1	$10K	Buy	+558	New	+$9.9K	﹤0.01%	869
2014 Q4	–	Sell	-6,558	Closed	-$109K	–	1001
2014 Q3	$109K	Buy	6,558 +6,000	+1,075%	+$99.9K	0.01%	501
2014 Q2	$9K	Hold	558	–	–	﹤0.01%	855
2014 Q1	$9K	Hold	558	–	–	﹤0.01%	830
2013 Q4	$9K	Hold	558	–	–	﹤0.01%	765
2013 Q3	$8K	Hold	558	–	–	﹤0.01%	791
2013 Q2	$7K	Buy	+558	New	+$7.36K	﹤0.01%	748

Other funds holding VUG

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Evercore Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.1% in Q2 2026, buying an estimated $56.6K and bringing the position to 61,885 shares worth $5.33M. The position accounts for 0.08% of the portfolio, ranked #103.

Evercore Wealth Management first reported a position in VUG in Q2 2013 and has held it in 52 quarters since. 2,880 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Evercore Wealth Management held 61,885 shares of Vanguard Morningstar Growth ETF worth $5.33M as of Q2 2026.
Evercore Wealth Management bought 673 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $56.6K.
Vanguard Morningstar Growth ETF made up 0.08% of Evercore Wealth Management's portfolio in Q2 2026, its #103 holding.
Evercore Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q2 2013 and has held it in 52 quarters since.
2,880 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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