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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evercore Wealth Management's VXF Position: Q1 2026 in Review

Evercore Wealth Management held its Vanguard Extended Market ETF (VXF) position steady in Q1 2026 at 1,755 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #314.

Evercore Wealth Management first reported a position in VXF in Q2 2023 and has held it in 12 quarters since. The position peaked at $372K in Q4 2024. 1,002 funds tracked by Wall St. Rank hold VXF as of Q1 2026.

Evercore Wealth Management held 1,755 shares of Vanguard Extended Market ETF worth $361K as of Q1 2026.
Evercore Wealth Management left its Vanguard Extended Market ETF share count unchanged in Q1 2026.
Vanguard Extended Market ETF made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #314 holding.
Evercore Wealth Management first reported a position in Vanguard Extended Market ETF in Q2 2023 and has held it in 12 quarters since.
Evercore Wealth Management's Vanguard Extended Market ETF position peaked at $372K in Q4 2024.
1,002 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.