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Vanguard Esg U.s. Stock Etf etf shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Vanguard Esg U.s. Stock Etf etf (ESGV) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Vanguard Esg U.s. Stock Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Esg U.s. Stock Etf etf held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Esg U.s. Stock Etf etf by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0M 25k 120.96
2025-06-30 $572k 5.2k 109.64
2025-03-31 $531k 5.4k 97.95
2024-12-31 $999k 9.5k 104.89
2024-09-30 $1.4M 14k 101.65
2024-06-30 $1.2M 12k 96.62
2024-03-31 $1.2M 12k 93.19
2023-12-31 $1.7M 20k 85.06
2022-12-31 $176k 2.7k 65.86

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Broadcom (AVGO)

View all positions for EP Wealth Advisors

Top funds holding Vanguard Esg U.s. Stock Etf etf

Vanguard Group
Wealthfront Advisers
Creative Planning
Visa Foundation
Leo Wealth
Raymond James Financial
Verde Capital Management
Betterment
IMPACTfolio
Stanich Group
Royal Bank of Canada
Baird Financial
Platt Investment Counsel
SCS Capital Management
Facet Wealth

View all funds holding Vanguard Esg U.s. Stock Etf etf