Evercore Wealth Management, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1482689
New York, NY
Position in VIG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,900,961
+$282,176 QoQ
Shares Held
12,260
+0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#251
of 591 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,900,961 | 12,260 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,618,785 | 12,177 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,698,239 | 12,277 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,652,706 | 12,293 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,535,247 | 12,387 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,402,954 | 12,387 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,425,746 | 12,387 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,028,728 | 10,243 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,869,859 | 10,243 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,941,326 | 10,631 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,811,522 | 10,631 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,687,582 | 10,861 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,754,081 | 10,799 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,663,153 | 10,799 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,640,435 | 10,803 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,379,713 | 10,208 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,464,541 | 10,208 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $6,726,721 | 41,482 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $7,128,827 | 41,507 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,410,035 | 41,732 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,060,900 | 45,616 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,264,134 | 49,389 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,625,108 | 46,930 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $4,323,876 | 33,607 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,672,772 | 31,343 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,542,232 | 43,933 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||