Vanguard Small-Cap Growth ETF shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Vanguard Small-Cap Growth ETF
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Quarterly reported holdings in Vanguard Small-Cap Growth ETF by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $109M | 407k | 267.37 |
| 2024-06-30 | $74M | 296k | 250.13 |
| 2024-03-31 | $68M | 259k | 260.72 |
| 2023-12-31 | $59M | 246k | 241.77 |
| 2023-09-30 | $47M | 221k | 214.18 |
| 2023-06-30 | $45M | 22k | 2046.83 |
| 2023-03-31 | $19M | 103k | 189.56 |
| 2022-12-31 | $30M | 148k | 200.54 |
| 2022-09-30 | $21M | 109k | 195.13 |
| 2022-06-30 | $17M | 87k | 197.03 |
| 2022-03-31 | $11M | 46k | 248.13 |
| 2021-12-31 | $10M | 36k | 281.78 |
| 2021-06-30 | $6.0M | 21k | 289.77 |
| 2021-03-31 | $3.3M | 12k | 274.63 |
| 2020-12-31 | $2.7M | 10k | 267.63 |
| 2020-09-30 | $3.8M | 18k | 214.91 |
| 2020-06-30 | $5.9M | 30k | 199.60 |
| 2020-03-31 | $4.7M | 31k | 150.31 |
| 2019-12-31 | $8.5M | 43k | 198.71 |
| 2019-09-30 | $486k | 2.7k | 181.89 |
| 2019-06-30 | $477k | 2.6k | 186.11 |
| 2019-03-31 | $490k | 2.7k | 179.75 |
| 2018-12-31 | $419k | 2.8k | 150.50 |
| 2018-09-30 | $568k | 3.0k | 187.34 |
| 2013-12-31 | $408k | 3.3k | 122.23 |
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