Vanguard Large-Cap ETF shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Vanguard Large-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Large-Cap ETF held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Large-Cap ETF by EP Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $2.7M | 13k | 218.16 |
2023-09-30 | $2.4M | 12k | 195.69 |
2023-06-30 | $3.7M | 994 | 3711.58 |
2023-03-31 | $793M | 3.2M | 249.44 |
2022-12-31 | $3.4M | 20k | 174.20 |
2022-09-30 | $2.6M | 16k | 163.55 |
2022-06-30 | $2.7M | 16k | 172.37 |
2022-03-31 | $3.3M | 16k | 208.49 |
2021-12-31 | $3.6M | 16k | 221.01 |
2021-09-30 | $1.7M | 30k | 55.30 |
2021-06-30 | $1.7M | 8.5k | 200.78 |
2021-03-31 | $550k | 3.0k | 185.19 |
2020-12-31 | $437k | 2.5k | 175.93 |
2020-09-30 | $321k | 2.0k | 156.66 |
2020-06-30 | $0 | 0 | 0.00 |
2020-03-31 | $277k | 2.3k | 118.38 |
2019-12-31 | $243k | 1.6k | 147.72 |