Ownership history in Evercore Wealth Management, LLC · 4 quarters on record
This page tracks every 13F SEC filing in which Evercore Wealth Management, LLC reported a position in VANGUARD SCOTTSDALE FDS (VGIT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 5,197 | — | 0% | 0.00% | $312K | $58.92 |
| 2025 Q2 | UNCHANGED | 5,197 | — | 0% | 0.00% | $311K | $58.14 |
| 2025 Q1 | UNCHANGED | 5,197 | — | 0% | 0.00% | $309K | $57.19 |
| 2024 Q4 | INITIATED | 5,197 | — | — | 0.00% | $301K | $55.49 |
As of 2025 Q4 — sorted by position size