Evercore Wealth Management, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1482689
New York, NY
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,980,247
+$1,029,163 QoQ
Shares Held
23,028
+1.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#150
of 556 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,980,247 | 23,028 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,951,084 | 22,721 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,861,397 | 22,723 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,106,024 | 24,013 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $5,815,725 | 24,541 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,453,054 | 24,591 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,911,848 | 24,604 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,365,055 | 26,833 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,850,666 | 26,833 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,317,769 | 27,638 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,129,183 | 28,731 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,354,461 | 28,320 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,873,221 | 29,530 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $5,597,706 | 29,530 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,605,494 | 30,541 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $5,162,677 | 30,207 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,364,486 | 30,461 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,522,450 | 30,691 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,936,472 | 30,691 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $6,808,070 | 31,134 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,126,507 | 31,634 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $6,898,299 | 32,223 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,258,183 | 32,146 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,033,105 | 32,725 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $5,009,707 | 34,379 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,052,405 | 35,104 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||