VANGUARD INDEX FDS

Ticker: VOO CUSIP: 922908363 Class: Exchange Traded Fund

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 108,649 Value ($000) $68,137 Avg Close Range
Q3 2025
Shares 84,377 Value ($000) $51,671 Avg Close Range
Q2 2025
Shares 68,311 Value ($000) $38,803 Avg Close Range
Q1 2025
Shares 61,331 Value ($000) $31,519 Avg Close Range
Q4 2024
Shares 58,502 Value ($000) $31,521 Avg Close Range
Q3 2024
Shares 56,078 Value ($000) $29,591 Avg Close Range
Q2 2024
Shares 54,741 Value ($000) $27,378 Avg Close Range
Q1 2024
Shares 54,831 Value ($000) $26,357 Avg Close Range
Q4 2023
Shares 55,109 Value ($000) $24,072 Avg Close Range
Q3 2023
Shares 51,351 Value ($000) $20,166 Avg Close Range
Q2 2023
Shares 51,943 Value ($000) $21,155 Avg Close Range
Q1 2023
Shares 43,194 Value ($000) $16,244 Avg Close Range
Q4 2022
Shares 43,246 Value ($000) $15,194 Avg Close Range
Q3 2022
Shares 42,216 Value ($000) $13,859 Avg Close Range
Q2 2022
Shares 42,197 Value ($000) $14,637 Avg Close Range
Q1 2022
Shares 41,861 Value ($000) $17,380 Avg Close Range
Q4 2021
Shares 42,287 Value ($000) $18,461 Avg Close Range
Q3 2021
Shares 42,287 Value ($000) $16,678 Avg Close Range
Q2 2021
Shares 42,920 Value ($000) $16,890 Avg Close Range
Q1 2021
Shares 43,180 Value ($000) $15,730 Avg Close Range
Q4 2020
Shares 43,321 Value ($000) $14,889 Avg Close Range
Q3 2020
Shares 45,434 Value ($000) $13,978 Avg Close Range
Q2 2020
Shares 47,527 Value ($000) $13,471 Avg Close Range
Q1 2020
Shares 38,245 Value ($000) $9,057 Avg Close Range
Q4 2019
Shares 25,273 Value ($000) $7,475 Avg Close Range
Q3 2019
Shares 25,454 Value ($000) $6,938 Avg Close Range
Q2 2019
Shares 25,029 Value ($000) $6,737 Avg Close Range
Q1 2019
Shares 24,872 Value ($000) $6,455 Avg Close Range
Q4 2018
Shares 11,342 Value ($000) $2,606 Avg Close Range
Q3 2018
Shares 11,442 Value ($000) $3,056 Avg Close Range
Q2 2018
Shares 11,261 Value ($000) $2,811 Avg Close Range
Q1 2018
Shares 11,261 Value ($000) $2,726 Avg Close Range
Q4 2017
Shares 14,068 Value ($000) $3,451 Avg Close Range
Q3 2017
Shares 14,125 Value ($000) $3,259 Avg Close Range
Q2 2017
Shares 14,600 Value ($000) $3,243 Avg Close Range
Q1 2017
Shares 8,420 Value ($000) $1,821 Avg Close Range
Q4 2016
Shares 2,929 Value ($000) $601 Avg Close Range
Q3 2016
Shares 1,300 Value ($000) $258 Avg Close Range
Q2 2016
Shares 825 Value ($000) $159 Avg Close Range
Q1 2016
Shares 263 Value ($000) $50 Avg Close Range
Q2 2015
Shares 1,872 Value ($000) $353 Avg Close Range