Evercore Wealth Management, LLC
Position in VXF — Vanguard Extended Market ETF
CIK 1482689
New York, NY
Position in VXF
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$432,098
+$70,920 QoQ
Shares Held
1,755
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#198
of 286 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 7%
Shared 93%
None 0%
Common Shares in VXF Over Time
Shares Held
Position Value (USD)
All Filings in VXF
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,098 | 1,755 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $361,178 | 1,755 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $367,004 | 1,755 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $367,391 | 1,755 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $338,206 | 1,755 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $302,316 | 1,755 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $371,600 | 1,956 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $355,971 | 1,956 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $330,152 | 1,956 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $342,827 | 1,956 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $321,605 | 1,956 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $280,352 | 1,956 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $291,110 | 1,956 | Shares | Defined | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||