Vanguard Small-Cap Value ETF shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $6.5M | 36k | 179.97 |
| 2023-09-30 | $4.5M | 28k | 159.49 |
| 2023-06-30 | $5.2M | 431k | 12.15 |
| 2023-03-31 | $36M | 166k | 216.41 |
| 2022-12-31 | $13M | 81k | 158.80 |
| 2022-09-30 | $12M | 83k | 143.40 |
| 2022-06-30 | $11M | 71k | 149.82 |
| 2022-03-31 | $9.0M | 51k | 175.95 |
| 2021-12-31 | $8.3M | 47k | 178.85 |
| 2021-06-30 | $7.8M | 45k | 173.66 |
| 2021-03-31 | $7.9M | 48k | 165.61 |
| 2020-12-31 | $5.9M | 42k | 142.21 |
| 2020-09-30 | $2.7M | 25k | 110.64 |
| 2020-06-30 | $5.5M | 51k | 106.91 |
| 2020-03-31 | $4.9M | 55k | 88.79 |
| 2019-12-31 | $6.7M | 49k | 137.08 |
| 2019-06-30 | $208k | 1.6k | 130.65 |
| 2019-03-31 | $225k | 1.7k | 128.79 |
| 2018-12-31 | $214k | 1.9k | 114.01 |
| 2018-09-30 | $336k | 2.4k | 139.30 |
| 2015-12-31 | $1.0M | 10k | 98.81 |
| 2015-03-31 | $267k | 2.4k | 109.40 |
| 2014-12-31 | $218k | 2.1k | 105.57 |