Evercore Wealth Management’s Vanguard Extended Market ETF VXF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$432K	Hold	1,755	–	–	0.01%	301
2026 Q1	$361K	Hold	1,755	–	–	0.01%	314
2025 Q4	$367K	Hold	1,755	–	–	0.01%	323
2025 Q3	$367K	Hold	1,755	–	–	0.01%	329
2025 Q2	$338K	Hold	1,755	–	–	0.01%	329
2025 Q1	$302K	Sell	1,755 -201	-10%	-$38K	﹤0.01%	338
2024 Q4	$372K	Hold	1,956	–	–	0.01%	316
2024 Q3	$356K	Hold	1,956	–	–	0.01%	319
2024 Q2	$330K	Hold	1,956	–	–	0.01%	329
2024 Q1	$343K	Hold	1,956	–	–	0.01%	322
2023 Q4	$322K	Hold	1,956	–	–	0.01%	334
2023 Q3	$280K	Hold	1,956	–	–	0.01%	329
2023 Q2	$291K	Buy	+1,956	New	+$274K	0.01%	338

Other funds holding VXF

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

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

Evercore Wealth Management held its Vanguard Extended Market ETF (VXF) position steady in Q2 2026 at 1,755 shares worth $432K. The position accounts for 0.01% of the portfolio, ranked #301.

Evercore Wealth Management first reported a position in VXF in Q2 2023 and has held it in 13 quarters since. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

Evercore Wealth Management held 1,755 shares of Vanguard Extended Market ETF worth $432K as of Q2 2026.
Evercore Wealth Management left its Vanguard Extended Market ETF share count unchanged in Q2 2026.
Vanguard Extended Market ETF made up 0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #301 holding.
Evercore Wealth Management first reported a position in Vanguard Extended Market ETF in Q2 2023 and has held it in 13 quarters since.
1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

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