Vanguard Mid-Cap ETF shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap ETF (VO) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Vanguard Mid-Cap ETF
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Quarterly reported holdings in Vanguard Mid-Cap ETF by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.7M | 20k | 232.63 |
| 2023-09-30 | $4.3M | 21k | 208.24 |
| 2023-06-30 | $4.5M | 96k | 46.97 |
| 2023-03-31 | $2.9M | 35k | 83.04 |
| 2022-12-31 | $3.0M | 15k | 203.81 |
| 2022-09-30 | $2.8M | 15k | 188.00 |
| 2022-06-30 | $2.0M | 9.9k | 196.94 |
| 2022-03-31 | $2.6M | 11k | 237.80 |
| 2021-12-31 | $2.7M | 11k | 254.78 |
| 2021-09-30 | $2.1M | 1.5k | 1415.75 |
| 2021-06-30 | $2.0M | 8.6k | 237.37 |
| 2021-03-31 | $870k | 3.9k | 221.43 |
| 2020-12-31 | $459k | 2.2k | 206.57 |
| 2020-09-30 | $356k | 2.0k | 176.50 |
| 2020-06-30 | $408k | 2.5k | 163.72 |
| 2020-03-31 | $585k | 4.4k | 131.70 |
| 2019-12-31 | $636k | 3.6k | 178.30 |
| 2019-09-30 | $628k | 3.7k | 167.56 |
| 2019-06-30 | $595k | 3.6k | 167.28 |
| 2018-12-31 | $351k | 2.5k | 138.24 |
| 2018-09-30 | $329k | 2.0k | 164.34 |
| 2018-06-30 | $316k | 2.0k | 157.84 |
| 2018-03-31 | $309k | 2.0k | 154.35 |
| 2017-12-31 | $364k | 2.3k | 154.96 |
| 2017-09-30 | $365k | 2.5k | 146.94 |
| 2017-06-30 | $270k | 1.9k | 142.56 |
| 2017-03-31 | $264k | 1.9k | 139.39 |
| 2016-12-31 | $299k | 2.3k | 131.78 |
| 2016-09-30 | $245k | 1.9k | 129.36 |
| 2016-06-30 | $234k | 1.9k | 123.55 |
| 2016-03-31 | $230k | 1.9k | 121.44 |
| 2015-12-31 | $398k | 3.3k | 120.21 |