Vanguard Total Stock Market ETF shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Vanguard Total Stock Market ETF
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Quarterly reported holdings in Vanguard Total Stock Market ETF by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $32M | 136k | 237.22 |
| 2023-09-30 | $24M | 114k | 212.41 |
| 2023-06-30 | $22M | 7.0k | 3187.86 |
| 2023-03-31 | $9.9M | 54k | 183.30 |
| 2022-12-31 | $16M | 84k | 191.19 |
| 2022-09-30 | $15M | 82k | 179.47 |
| 2022-06-30 | $16M | 87k | 188.62 |
| 2022-03-31 | $25M | 109k | 227.68 |
| 2021-12-31 | $20M | 82k | 241.44 |
| 2021-09-30 | $18M | 5.7k | 3065.56 |
| 2021-06-30 | $19M | 84k | 222.82 |
| 2021-03-31 | $16M | 77k | 206.68 |
| 2020-12-31 | $14M | 74k | 194.64 |
| 2020-09-30 | $15M | 85k | 170.31 |
| 2020-06-30 | $17M | 111k | 156.53 |
| 2020-03-31 | $18M | 138k | 128.91 |
| 2019-12-31 | $24M | 149k | 163.62 |
| 2019-09-30 | $28M | 187k | 151.00 |
| 2019-06-30 | $1.7M | 11k | 150.07 |
| 2018-12-31 | $1.3M | 10k | 127.62 |
| 2018-09-30 | $1.5M | 10k | 149.69 |
| 2018-06-30 | $500k | 3.6k | 140.53 |
| 2018-03-31 | $420k | 3.1k | 135.79 |
| 2017-12-31 | $476k | 3.5k | 137.37 |
| 2017-09-30 | $395k | 3.1k | 129.38 |
| 2017-06-30 | $426k | 3.4k | 124.49 |
| 2017-03-31 | $439k | 3.6k | 121.27 |
| 2016-12-31 | $220k | 1.9k | 115.18 |
| 2015-09-30 | $356k | 3.6k | 98.64 |
| 2015-06-30 | $489k | 4.6k | 107.02 |
| 2015-03-31 | $474k | 4.4k | 107.25 |
| 2014-12-31 | $339k | 3.2k | 105.94 |
| 2014-09-30 | $448k | 4.4k | 101.33 |
| 2014-06-30 | $302k | 3.0k | 101.65 |
| 2014-03-31 | $322k | 3.3k | 97.61 |
| 2013-12-31 | $210k | 2.2k | 95.85 |
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