Evercore Wealth Management, LLC Vanguard Large Cap ETF Transaction History

Evercore Wealth Management, LLC

$6.56 Billion
Q3 2025

A detailed history of Evercore Wealth Management, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 14,162 shares of VV stock, worth $4.4 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

14,162

Previous 14,507 2.38%

Holding current value

$4.4 Million

Previous $4.14 Million 5.34%

% of portfolio

0.07%

Previous 0.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$285.05 - $309.14 $98,342 - $106,653	-345 Reduced 2.38%	14,162 $4.36 Million
Q2 2025 Aug 14, 2025	SELL	$228.25 - $285.3 $22,825 - $28,530	-100 Reduced 0.68%	14,507 $4.14 Million
Q4 2024 Feb 14, 2025	SELL	$260.27 - $280.65 $140,545 - $151,551	-540 Reduced 3.57%	14,607 $3.94 Million
Q1 2024 May 15, 2024	SELL	$214.62 - $240.49 $429,240 - $480,980	-2,000 Reduced 11.66%	15,147 $3.63 Million
Q3 2023 Nov 14, 2023	SELL	$195.09 - $209.59 $780,360 - $838,360	-4,000 Reduced 18.92%	17,147 $3.36 Million

Q1 2023 May 15, 2023	SELL	$172.79 - $190.36 $1,382 - $1,522	-8 Reduced 0.04%	21,147 $3.95 Million
Q4 2022 Feb 14, 2023	SELL	$162.98 - $185.93 $8,474 - $9,668	-52 Reduced 0.25%	21,155 $3.69 Million
Q2 2021 Aug 16, 2021	SELL	$187.36 - $200.75 $23,045 - $24,692	-123 Reduced 0.58%	21,207 $4.26 Million
Q4 2020 Feb 16, 2021	BUY	$152.54 - $175.74 $7,474 - $8,611	49 Added 0.23%	21,330 $3.75 Million
Q3 2019 Nov 14, 2019	SELL	$135.59 - $138.25 $29,694 - $30,276	-219 Reduced 1.02%	21,281 $2.9 Million
Q4 2018 Feb 13, 2019	SELL	N/A	-450 Reduced 2.05%	21,500 $2.47 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-485 Reduced 2.16%	21,950 $2.69 Million
Q3 2017 Nov 13, 2017	BUY	N/A	22,435	22,435 $2.59 Million

Others Institutions Holding VV

# of Institutions

1,422

Shares Held

107M

Call Options Held

20.7K

Put Options Held

View Full List

About VANGUARD LARGE-CAP ETF

Ticker VV
Sector ETFs
Industry ETFs

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Evercore Wealth Management, LLC Vanguard Large Cap ETF Transaction History