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Vanguard Admiral Fds Inc cmn shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Vanguard Admiral Fds Inc cmn (IVOO) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Vanguard Admiral Fds Inc cmn

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Admiral Fds Inc cmn 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 Admiral Fds Inc cmn by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.0M 38k 105.63

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Advisor Managed Portfolios Cornercap Fundam (FUNL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for EP Wealth Advisors

Top funds holding Vanguard Admiral Fds Inc cmn

Bank of America Corporation
Morgan Stanley
Lockheed Martin Investment Management Company
International Assets Investment Management
Northwestern Mutual Wealth Management Company
LPL Financial
Envestnet Asset Management
Soltis Investment Advisors
Raymond James & Associates
Wells Fargo & Company
Royal Bank of Canada
Cetera Investment Advisers
Commonwealth Equity Services
Jpmorgan Chase & Co
Francis Financial

View all funds holding Vanguard Admiral Fds Inc cmn