Vanguard Us Value Factor shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Vanguard Us Value Factor (VFVA) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Vanguard Us Value Factor
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Us Value Factor held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Us Value Factor by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $4.2M | 36k | 118.30 |
| 2025-03-31 | $4.1M | 36k | 114.00 |
| 2024-12-31 | $4.3M | 37k | 118.38 |
| 2024-09-30 | $4.5M | 38k | 120.54 |
| 2024-06-30 | $5.0M | 44k | 113.07 |
| 2024-03-31 | $5.5M | 46k | 119.34 |
| 2023-12-31 | $5.2M | 46k | 112.67 |
| 2023-09-30 | $4.6M | 46k | 100.08 |
| 2023-06-30 | $4.7M | 437k | 10.68 |
| 2023-03-31 | $384k | 4.9k | 77.89 |
| 2022-12-31 | $4.8M | 49k | 98.67 |
| 2022-09-30 | $4.6M | 53k | 86.85 |
| 2022-06-30 | $5.1M | 55k | 91.34 |
| 2022-03-31 | $6.8M | 64k | 106.72 |