Evercore Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Evercore Wealth Management, LLC

$6.02 Billion
Q1 2025

A detailed history of Evercore Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 61,331 shares of VOO stock, worth $33.6 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

61,331

Previous 58,502 4.84%

Holding current value

$33.6 Million

Previous $31.5 Million 0.01%

% of portfolio

0.52%

Previous 0.49%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$507.05 - $563.67 $1.43 Million - $1.59 Million	2,829 Added 4.84%	61,331 $31.5 Million
Q4 2024 Feb 14, 2025	BUY	$521.84 - $558.82 $1.26 Million - $1.35 Million	2,424 Added 4.32%	58,502 $31.5 Million
Q3 2024 Nov 14, 2024	BUY	$475.2 - $527.7 $635,342 - $705,534	1,337 Added 2.44%	56,078 $29.6 Million
Q2 2024 Aug 14, 2024	SELL	$455.1 - $504.28 $40,959 - $45,385	-90 Reduced 0.16%	54,741 $27.4 Million
Q1 2024 May 15, 2024	SELL	$429.43 - $481.35 $119,381 - $133,815	-278 Reduced 0.5%	54,831 $26.4 Million
Q4 2023 Feb 14, 2024	BUY	$377.32 - $438.19 $1.42 Million - $1.65 Million	3,758 Added 7.32%	55,109 $24.1 Million
Q3 2023 Nov 14, 2023	SELL	$392.7 - $420.68 $232,478 - $249,042	-592 Reduced 1.14%	51,351 $20.2 Million
Q2 2023 Aug 04, 2023	BUY	$371.44 - $407.28 $3.25 Million - $3.56 Million	8,749 Added 20.26%	51,943 $21.2 Million
Q1 2023 May 15, 2023	SELL	$348.66 - $382.94 $18,130 - $19,912	-52 Reduced 0.12%	43,194 $16.2 Million
Q4 2022 Feb 14, 2023	BUY	$327.64 - $374.54 $337,469 - $385,776	1,030 Added 2.44%	43,246 $15.2 Million
Q3 2022 Nov 14, 2022	BUY	$328.3 - $395.04 $6,237 - $7,505	19 Added 0.05%	42,216 $13.9 Million
Q2 2022 Aug 15, 2022	BUY	$337.07 - $419.85 $113,255 - $141,069	336 Added 0.8%	42,197 $14.6 Million
Q1 2022 May 16, 2022	SELL	$382.7 - $439.25 $163,030 - $187,120	-426 Reduced 1.01%	41,861 $17.4 Million
Q3 2021 Nov 15, 2021	SELL	$390.68 - $416.73 $247,300 - $263,790	-633 Reduced 1.47%	42,287 $16.7 Million
Q2 2021 Aug 16, 2021	SELL	$368.16 - $394.32 $95,721 - $102,523	-260 Reduced 0.6%	42,920 $16.9 Million
Q1 2021 May 17, 2021	SELL	$339.03 - $365.24 $47,803 - $51,498	-141 Reduced 0.33%	43,180 $15.7 Million
Q4 2020 Feb 16, 2021	SELL	$299.82 - $343.69 $633,519 - $726,216	-2,113 Reduced 4.65%	43,321 $14.9 Million
Q3 2020 Nov 16, 2020	SELL	$285.37 - $328.74 $597,279 - $688,052	-2,093 Reduced 4.4%	45,434 $14 Million
Q2 2020 Aug 13, 2020	BUY	$226.15 - $297.17 $2.1 Million - $2.76 Million	9,282 Added 24.27%	47,527 $13.5 Million
Q1 2020 May 14, 2020	BUY	$204.27 - $310.92 $2.65 Million - $4.03 Million	12,972 Added 51.33%	38,245 $9.06 Million
Q4 2019 Feb 13, 2020	SELL	$264.57 - $296.67 $47,887 - $53,697	-181 Reduced 0.71%	25,273 $7.48 Million
Q3 2019 Nov 14, 2019	BUY	$260.57 - $277.38 $110,742 - $117,886	425 Added 1.7%	25,454 $6.94 Million
Q2 2019 Aug 13, 2019	BUY	$252.12 - $271.73 $39,582 - $42,661	157 Added 0.63%	25,029 $6.74 Million
Q1 2019 May 14, 2019	BUY	$224.5 - $261.43 $3.04 Million - $3.54 Million	13,530 Added 119.29%	24,872 $6.46 Million
Q4 2018 Feb 13, 2019	SELL	$215.07 - $268.24 $21,507 - $26,824	-100 Reduced 0.87%	11,342 $2.61 Million
Q3 2018 Nov 13, 2018	BUY	$248.79 - $269.75 $45,030 - $48,824	181 Added 1.61%	11,442 $3.06 Million
Q1 2018 May 15, 2018	SELL	$236.79 - $263.36 $664,669 - $739,251	-2,807 Reduced 19.95%	11,261 $2.73 Million
Q4 2017 Feb 13, 2018	SELL	$231.73 - $247.65 $13,208 - $14,116	-57 Reduced 0.4%	14,068 $3.45 Million
Q3 2017 Nov 13, 2017	BUY	$228.78 - $230.76 $3.23 Million - $3.26 Million	14,125	14,125 $3.26 Million

Others Institutions Holding VOO

# of Institutions

3,636

Shares Held

526M

Call Options Held

2.1M

Put Options Held

1.61M

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About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Evercore Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History