EP Wealth Advisors »

Vanguard Consumer Discretionary ETF shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Vanguard Consumer Discretionary ETF (VCR) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Vanguard Consumer Discretionary ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Consumer Discretionary ETF held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Consumer Discretionary ETF by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 4.0k 340.50
2024-06-30 $887k 2.8k 312.35
2024-03-31 $6.9M 22k 317.73
2023-12-31 $930k 3.1k 304.58
2023-09-30 $746k 2.8k 269.40
2023-06-30 $775k 32k 24.14
2023-03-31 $3.2M 40k 80.22
2022-12-31 $186k 848 219.02
2022-06-30 $300k 1.3k 227.45