Evercore Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.21M | Hold |
14,100
| – | – | 0.07% | 110 |
|
|
2025
Q4 | $4.44M | Sell |
14,100
-62
| -0.4% | -$19.4K | 0.07% | 111 |
|
|
2025
Q3 | $4.36M | Sell |
14,162
-345
| -2% | -$102K | 0.06% | 113 |
|
|
2025
Q2 | $4.14M | Sell |
14,507
-100
| -0.7% | -$26.3K | 0.06% | 113 |
|
|
2025
Q1 | $3.75M | Hold |
14,607
| – | – | 0.06% | 119 |
|
|
2024
Q4 | $3.94M | Sell |
14,607
-540
| -4% | -$146K | 0.06% | 118 |
|
|
2024
Q3 | $3.99M | Hold |
15,147
| – | – | 0.06% | 115 |
|
|
2024
Q2 | $3.78M | Hold |
15,147
| – | – | 0.06% | 112 |
|
|
2024
Q1 | $3.63M | Sell |
15,147
-2,000
| -12% | -$458K | 0.06% | 119 |
|
|
2023
Q4 | $3.74M | Hold |
17,147
| – | – | 0.06% | 114 |
|
|
2023
Q3 | $3.36M | Sell |
17,147
-4,000
| -19% | -$815K | 0.06% | 113 |
|
|
2023
Q2 | $4.29M | Hold |
21,147
| – | – | 0.08% | 101 |
|
|
2023
Q1 | $3.95M | Sell |
21,147
-8
| -0% | -$1.46K | 0.08% | 101 |
|
|
2022
Q4 | $3.69M | Sell |
21,155
-52
| -0.2% | -$9.12K | 0.08% | 105 |
|
|
2022
Q3 | $3.47M | Hold |
21,207
| – | – | 0.08% | 103 |
|
|
2022
Q2 | $3.65M | Hold |
21,207
| – | – | 0.08% | 107 |
|
|
2022
Q1 | $4.42M | Hold |
21,207
| – | – | 0.08% | 106 |
|
|
2021
Q4 | $4.69M | Hold |
21,207
| – | – | 0.08% | 111 |
|
|
2021
Q3 | $4.26M | Hold |
21,207
| – | – | 0.08% | 114 |
|
|
2021
Q2 | $4.26M | Sell |
21,207
-123
| -0.6% | -$24K | 0.08% | 116 |
|
|
2021
Q1 | $3.95M | Hold |
21,330
| – | – | 0.08% | 117 |
|
|
2020
Q4 | $3.75M | Buy |
21,330
+49
| +0.2% | +$8.14K | 0.08% | 113 |
|
|
2020
Q3 | $3.33M | Hold |
21,281
| – | – | 0.08% | 109 |
|
|
2020
Q2 | $3.04M | Hold |
21,281
| – | – | 0.08% | 113 |
|
|
2020
Q1 | $2.52M | Hold |
21,281
| – | – | 0.08% | 112 |
|
|
2019
Q4 | $3.15M | Hold |
21,281
| – | – | 0.08% | 119 |
|
|
2019
Q3 | $2.9M | Sell |
21,281
-219
| -1% | -$29.7K | 0.09% | 127 |
|
|
2019
Q2 | $2.9M | Hold |
21,500
| – | – | 0.09% | 124 |
|
|
2019
Q1 | $2.79M | Hold |
21,500
| – | – | 0.09% | 118 |
|
|
2018
Q4 | $2.47M | Sell |
21,500
-450
| -2% | -$55.7K | 0.09% | 117 |
|
|
2018
Q3 | $2.93M | Hold |
21,950
| – | – | 0.09% | 118 |
|
|
2018
Q2 | $2.74M | Hold |
21,950
| – | – | 0.09% | 115 |
|
|
2018
Q1 | $2.66M | Hold |
21,950
| – | – | 0.1% | 115 |
|
|
2017
Q4 | $2.69M | Sell |
21,950
-485
| -2% | -$58K | 0.1% | 114 |
|
|
2017
Q3 | $2.59M | Sell |
22,435
-1,700
| -7% | -$193K | 0.1% | 117 |
|
|
2017
Q2 | $2.68M | Sell |
24,135
-200
| -0.8% | -$22K | 0.1% | 115 |
|
|
2017
Q1 | $2.63M | Sell |
24,335
-5,665
| -19% | -$604K | 0.1% | 116 |
|
|
2016
Q4 | $3.07M | Hold |
30,000
| – | – | 0.13% | 108 |
|
|
2016
Q3 | $2.98M | Hold |
30,000
| – | – | 0.12% | 111 |
|
|
2016
Q2 | $2.88M | Buy |
+30,000
| New | +$2.85M | 0.13% | 109 |
|
Other funds holding VV
NMIFOAC
VGA
JFGLC
Evercore Wealth Management's VV Position: Q1 2026 in Review
Evercore Wealth Management held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q1 2026 at 14,100 shares worth $4.21M. The position accounts for 0.07% of the portfolio, ranked #110.
Evercore Wealth Management first reported a position in VV in Q2 2016 and has held it in 40 quarters since. The position peaked at $4.69M in Q4 2021. 1,310 funds tracked by Wall St. Rank hold VV as of Q1 2026.
- Evercore Wealth Management held 14,100 shares of Vanguard Morningstar Large-Cap ETF worth $4.21M as of Q1 2026.
- Evercore Wealth Management left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q1 2026.
- Vanguard Morningstar Large-Cap ETF made up 0.07% of Evercore Wealth Management's portfolio in Q1 2026, its #110 holding.
- Evercore Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2016 and has held it in 40 quarters since.
- Evercore Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $4.69M in Q4 2021.
- 1,310 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2026.
Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.