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 $35.8 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares

61,331

Previous 58,502 4.84%

Holding current value

$35.8 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

3,689

Shares Held

530M

Call Options Held

2.14M

Put Options Held

2.72M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.

Account

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