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Vanguard World shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Vanguard World (VCEB) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Vanguard World

Tip: Access up to 7 years of quarterly data

All positions including Vanguard World 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 World by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $666k 11k 63.63

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Vanguard Index Fds Growth Etf (VUG)
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Vanguard Bd Index Fds Intermed Term (BIV)
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Ishares Tr Ishs 1-5yr Invs (IGSB)
NVIDIA Corporation (NVDA)
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Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
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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 World

Vanguard Group
Varma Mutual Pension Insurance
Banco Bilbao Vizcaya Argentaria
Branch Banking & Trust Company
Envestnet Asset Management
Hanson & Doremus Investment Management
SageView Advisory Group
DeDora Capital
TrueNorth
Goss Wealth Management
Modera Wealth Management
Mariner Wealth Advisors
Wealthfront Advisers
LPL Financial
HPM Partners

View all funds holding Vanguard World