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Vanguard FTSE All-World ex-US ETF shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Vanguard FTSE All-World ex-US ETF (VEU) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Vanguard FTSE All-World ex-US ETF

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All positions including Vanguard FTSE All-World ex-US 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 FTSE All-World ex-US ETF by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.5M 23k 67.22
2025-03-31 $1.2M 21k 60.66
2024-12-31 $1.3M 23k 57.41
2024-09-30 $1.6M 26k 63.00
2024-06-30 $1.2M 21k 58.64
2024-03-31 $1.4M 23k 58.65
2023-12-31 $1.3M 24k 56.14
2023-09-30 $981k 19k 51.87
2023-06-30 $827k 2.5k 334.47
2023-03-31 $34M 758k 45.17
2022-12-31 $977k 20k 50.14
2022-09-30 $1.4M 32k 44.37
2022-06-30 $1.8M 36k 49.97
2022-03-31 $3.6M 62k 57.60
2021-12-31 $2.5M 42k 61.27
2021-09-30 $2.7M 1.7k 1605.57
2021-06-30 $3.0M 47k 63.39
2021-03-31 $2.6M 43k 60.68
2020-12-31 $1.8M 31k 58.37
2020-09-30 $1.7M 35k 50.45
2020-06-30 $3.5M 74k 47.61
2020-03-31 $6.3M 154k 41.02
2019-12-31 $15M 283k 53.75
2019-09-30 $19M 385k 49.90
2019-06-30 $298k 5.9k 50.94
2018-03-31 $7.8M 144k 54.37