VANGUARD INDEX FDS

Ticker: VTV CUSIP: 922908744 Class: VALUE ETF

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

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

Q4 2025
Shares 2,773 Value ($000) $530 Avg Close — Range —
Q3 2025
Shares 2,583 Value ($000) $482 Avg Close — Range —
Q2 2025
Shares 2,800 Value ($000) $495 Avg Close — Range —
Q1 2025
Shares 3,025 Value ($000) $523 Avg Close — Range —
Q4 2024
Shares 3,025 Value ($000) $512 Avg Close — Range —
Q3 2024
Shares 3,025 Value ($000) $528 Avg Close — Range —
Q2 2024
Shares 3,290 Value ($000) $528 Avg Close — Range —
Q1 2024
Shares 3,170 Value ($000) $516 Avg Close — Range —
Q4 2023
Shares 7,263 Value ($000) $1,086 Avg Close — Range —
Q3 2023
Shares 10,568 Value ($000) $1,458 Avg Close — Range —
Q2 2023
Shares 10,568 Value ($000) $1,502 Avg Close — Range —
Q1 2023
Shares 11,775 Value ($000) $1,626 Avg Close — Range —
Q4 2022
Shares 10,986 Value ($000) $1,542 Avg Close — Range —
Q3 2022
Shares 11,509 Value ($000) $1,421 Avg Close — Range —
Q2 2022
Shares 11,488 Value ($000) $1,515 Avg Close — Range —
Q1 2022
Shares 11,488 Value ($000) $1,698 Avg Close — Range —
Q4 2021
Shares 11,488 Value ($000) $1,690 Avg Close — Range —
Q3 2021
Shares 12,470 Value ($000) $1,688 Avg Close — Range —
Q2 2021
Shares 12,470 Value ($000) $1,714 Avg Close — Range —
Q1 2021
Shares 12,570 Value ($000) $1,652 Avg Close — Range —
Q4 2020
Shares 12,390 Value ($000) $1,474 Avg Close — Range —
Q3 2020
Shares 9,994 Value ($000) $1,044 Avg Close — Range —
Q2 2020
Shares 9,729 Value ($000) $969 Avg Close — Range —
Q1 2020
Shares 10,402 Value ($000) $926 Avg Close — Range —
Q4 2019
Shares 9,729 Value ($000) $1,166 Avg Close — Range —
Q3 2019
Shares 9,729 Value ($000) $1,086 Avg Close — Range —
Q2 2019
Shares 6,480 Value ($000) $719 Avg Close — Range —
Q1 2019
Shares 6,291 Value ($000) $677 Avg Close — Range —
Q4 2018
Shares 5,728 Value ($000) $561 Avg Close — Range —
Q3 2018
Shares 5,635 Value ($000) $624 Avg Close — Range —
Q2 2018
Shares 5,635 Value ($000) $585 Avg Close — Range —
Q1 2018
Shares 4,943 Value ($000) $510 Avg Close — Range —
Q4 2017
Shares 4,943 Value ($000) $526 Avg Close — Range —
Q3 2017
Shares 5,282 Value ($000) $527 Avg Close — Range —
Q2 2017
Shares 5,282 Value ($000) $510 Avg Close — Range —
Q1 2017
Shares 5,282 Value ($000) $504 Avg Close — Range —
Q4 2016
Shares 5,282 Value ($000) $491 Avg Close — Range —
Q3 2016
Shares 5,398 Value ($000) $470 Avg Close — Range —
Q2 2016
Shares 5,632 Value ($000) $479 Avg Close — Range —
Q1 2016
Shares 5,632 Value ($000) $464 Avg Close — Range —
Q4 2015
Shares 5,632 Value ($000) $459 Avg Close — Range —
Q3 2015
Shares 82 Value ($000) $6 Avg Close — Range —
Q2 2015
Shares 82 Value ($000) $7 Avg Close — Range —
Q1 2015
Shares 82 Value ($000) $7 Avg Close — Range —
Q3 2014
Shares 82 Value ($000) $7 Avg Close — Range —
Q2 2014
Shares 82 Value ($000) $7 Avg Close — Range —
Q1 2014
Shares 82 Value ($000) $6 Avg Close — Range —
Q4 2013
Shares 82 Value ($000) $6 Avg Close — Range —
Q3 2013
Shares 82 Value ($000) $6 Avg Close — Range —
Q2 2013
Shares 82 Value ($000) $6 Avg Close — Range —