VPIM
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Vanguard Personalized Indexing Management’s Evercore EVR Stock Holding History

Vanguard Personalized Indexing Management’s Portfolio EVR Stock Details EVR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.72M Buy
12,453
+521
+4% +$171K 0.04% 398
2025
Q4 		$4.06M Buy
11,932
+450
+4% +$145K 0.04% 372
2025
Q3 		$3.87M Buy
11,482
+276
+2% +$86.5K 0.04% 375
2025
Q2 		$3.03M Buy
11,206
+1,509
+16% +$332K 0.03% 432
2025
Q1 		$1.94M Buy
9,697
+1,035
+12% +$258K 0.03% 499
2024
Q4 		$2.4M Buy
8,662
+222
+3% +$62.9K 0.04% 422
2024
Q3 		$2.14M Buy
8,440
+508
+6% +$121K 0.03% 453
2024
Q2 		$1.65M Buy
7,932
+1,280
+19% +$249K 0.03% 470
2024
Q1 		$1.28M Sell
6,652
-1,058
-14% -$191K 0.03% 544
2023
Q4 		$1.32M Buy
7,710
+2,267
+42% +$328K 0.03% 502
2023
Q3 		$750K Buy
5,443
+387
+8% +$52.5K 0.02% 704
2023
Q2 		$625K Buy
5,056
+239
+5% +$27.5K 0.02% 792
2023
Q1 		$556K Buy
4,817
+847
+21% +$105K 0.02% 824
2022
Q4 		$433K Buy
3,970
+627
+19% +$65.4K 0.02% 848
2022
Q3 		$275K Sell
3,343
-67
-2% -$6.34K 0.01% 995
2022
Q2 		$319K Buy
3,410
+1,492
+78% +$159K 0.01% 966
2022
Q1 		$214K Buy
+1,918
New +$236K 0.01% 1094

Other funds holding EVR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Personalized Indexing Management's EVR Position: Q1 2026 in Review

Vanguard Personalized Indexing Management increased its Evercore (EVR) stake by 4.4% in Q1 2026, buying an estimated $171K and bringing the position to 12,453 shares worth $3.72M. The position accounts for 0.04% of the portfolio, ranked #398.

Vanguard Personalized Indexing Management first reported a position in EVR in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.06M in Q4 2025. 652 funds tracked by Wall St. Rank hold EVR as of Q1 2026.

  • Vanguard Personalized Indexing Management held 12,453 shares of Evercore worth $3.72M as of Q1 2026.
  • Vanguard Personalized Indexing Management bought 521 Evercore shares in Q1 2026, an estimated $171K.
  • Evercore made up 0.04% of Vanguard Personalized Indexing Management's portfolio in Q1 2026, its #398 holding.
  • Vanguard Personalized Indexing Management first reported a position in Evercore in Q1 2022 and has held it in 17 quarters since.
  • Vanguard Personalized Indexing Management's Evercore position peaked at $4.06M in Q4 2025.
  • 652 funds tracked by Wall St. Rank held Evercore as of Q1 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2026, filed 14 May 2026.