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Vanguard Instl Index shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Vanguard Instl Index (VGUS) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Vanguard Instl Index

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Instl Index 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 Instl Index by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $310k 4.1k 75.46

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alphabet Cap Stk Cl A (GOOGL)
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 Instl Index

Pathway Financial Advisors
Coston, McIsaac & Partners
LPL Financial
Farther Finance Advisors
UBS Group
Crown Wealth Group
Strategic Investment Solutions
Branch Banking & Trust Company
Capital Investment Services of America
Planning Center
Steward Partners Investment Advisory
Keystone Wealth Services
Warren Averett Asset Management
Commonwealth Equity Services
Boston Family Office

View all funds holding Vanguard Instl Index