Vanguard Personalized Indexing Management, LLC
Position in EVR — Evercore Inc.
CIK 1767306
OAKLAND, CA
Position in EVR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,328,434
+$611,089 QoQ
Shares Held
12,677
+1.8% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#208
of 707 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 63%
Shared 0%
None 37%
Common Shares in EVR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $160,104,836 across 36 Capital Markets names. EVR ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
54,465 | $55,084,267 | |
| 2 | MS |
Morgan Stanley
|
214,934 | $44,929,803 | |
| 3 | SCHW |
Schwab Charles Corp
|
198,471 | $18,312,919 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
80,724 | $8,095,002 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
51,842 | $4,512,327 | |
| 6 | EVR |
Evercore Inc.
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|
12,677 | $4,328,434 | |
| 7 | NMR |
Nomura Holdings Inc
|
374,709 | $3,289,945 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
7,740 | $2,180,203 |
All Filings in EVR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,328,434 | 12,677 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,717,345 | 12,453 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,059,863 | 11,932 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,873,108 | 11,482 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,025,844 | 11,206 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,936,684 | 9,697 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,401,019 | 8,662 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,138,189 | 8,440 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,653,266 | 7,932 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,281,108 | 6,652 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,318,795 | 7,710 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $750,480 | 5,443 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $624,871 | 5,056 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $555,785 | 4,817 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $433,047 | 3,970 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $274,961 | 3,343 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $319,210 | 3,410 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $213,511 | 1,918 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||