Evercore Wealth Management, LLC Vanguard Small Cap ETF Transaction History

Evercore Wealth Management, LLC

$6.02 Billion
Q1 2025

A detailed history of Evercore Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 24,591 shares of VB stock, worth $5.61 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

24,591

Previous 24,604 0.05%

Holding current value

$5.61 Million

Previous $5.91 Million 7.75%

% of portfolio

0.09%

Previous 0.09%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$217.89 - $252.64 $2,832 - $3,284	-13 Reduced 0.05%	24,591 $5.45 Million
Q4 2024 Feb 14, 2025	SELL	$233.76 - $261.58 $521,051 - $583,061	-2,229 Reduced 8.31%	24,604 $5.91 Million
Q2 2024 Aug 14, 2024	SELL	$210.76 - $226.94 $169,661 - $182,686	-805 Reduced 2.91%	26,833 $5.85 Million
Q1 2024 May 15, 2024	SELL	$204.0 - $228.59 $222,972 - $249,848	-1,093 Reduced 3.8%	27,638 $6.32 Million
Q4 2023 Feb 14, 2024	BUY	$175.26 - $215.9 $72,031 - $88,734	411 Added 1.45%	28,731 $6.13 Million
Q3 2023 Nov 14, 2023	SELL	$186.24 - $208.75 $225,350 - $252,587	-1,210 Reduced 4.1%	28,320 $5.35 Million
Q1 2023 May 15, 2023	SELL	$179.51 - $208.76 $181,484 - $211,056	-1,011 Reduced 3.31%	29,530 $5.6 Million
Q4 2022 Feb 14, 2023	BUY	$172.82 - $196.57 $57,721 - $65,654	334 Added 1.11%	30,541 $5.61 Million
Q3 2022 Nov 14, 2022	SELL	$170.45 - $206.62 $43,294 - $52,481	-254 Reduced 0.83%	30,207 $5.16 Million
Q2 2022 Aug 15, 2022	SELL	$170.7 - $214.67 $39,261 - $49,374	-230 Reduced 0.75%	30,461 $5.36 Million
Q4 2021 Feb 14, 2022	SELL	$215.13 - $239.37 $95,302 - $106,040	-443 Reduced 1.42%	30,691 $6.94 Million
Q3 2021 Nov 15, 2021	SELL	$211.9 - $229.42 $105,950 - $114,710	-500 Reduced 1.58%	31,134 $6.81 Million
Q2 2021 Aug 16, 2021	SELL	$211.77 - $228.05 $124,732 - $134,321	-589 Reduced 1.83%	31,634 $7.13 Million
Q1 2021 May 17, 2021	BUY	$191.53 - $223.48 $14,747 - $17,207	77 Added 0.24%	32,223 $6.9 Million
Q4 2020 Feb 16, 2021	SELL	$156.0 - $196.91 $90,324 - $114,010	-579 Reduced 1.77%	32,146 $6.26 Million
Q3 2020 Nov 16, 2020	SELL	$143.34 - $162.04 $237,084 - $268,014	-1,654 Reduced 4.81%	32,725 $5.03 Million
Q2 2020 Aug 13, 2020	SELL	$106.26 - $156.76 $77,038 - $113,651	-725 Reduced 2.07%	34,379 $5.01 Million
Q1 2020 May 14, 2020	SELL	$98.45 - $170.48 $217,377 - $376,419	-2,208 Reduced 5.92%	35,104 $4.05 Million
Q4 2019 Feb 13, 2020	SELL	$149.04 - $166.74 $51,418 - $57,525	-345 Reduced 0.92%	37,312 $6.18 Million
Q3 2019 Nov 14, 2019	SELL	$153.32 - $158.01 $34,497 - $35,552	-225 Reduced 0.59%	37,657 $5.8 Million
Q2 2019 Aug 13, 2019	BUY	N/A	85 Added 0.22%	37,882 $5.94 Million
Q1 2019 May 14, 2019	BUY	N/A	210 Added 0.56%	37,797 $5.78 Million
Q4 2018 Feb 13, 2019	BUY	N/A	2,385 Added 6.78%	37,587 $4.96 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-275 Reduced 0.78%	35,202 $5.72 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-1,073 Reduced 2.94%	35,477 $5.52 Million
Q1 2018 May 15, 2018	BUY	N/A	271 Added 0.75%	36,550 $5.37 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-595 Reduced 1.61%	36,279 $5.36 Million
Q3 2017 Nov 13, 2017	BUY	N/A	36,874	36,874 $5.21 Million

Others Institutions Holding VB

# of Institutions

2,370

Shares Held

166M

Call Options Held

78.1K

Put Options Held

52.8K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
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Evercore Wealth Management, LLC Vanguard Small Cap ETF Transaction History