Vanguard Health Care ETF shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Vanguard Health Care ETF (VHT) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Vanguard Health Care ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Health Care ETF 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 Health Care ETF by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.3M | 26k | 282.21 |
| 2024-06-30 | $6.8M | 26k | 266.00 |
| 2024-03-31 | $6.9M | 26k | 270.52 |
| 2023-12-31 | $6.0M | 24k | 250.69 |
| 2023-09-30 | $5.6M | 24k | 235.10 |
| 2023-06-30 | $6.0M | 3.2M | 1.89 |
| 2023-03-31 | $53k | 41k | 1.31 |
| 2022-12-31 | $6.2M | 25k | 248.05 |
| 2022-09-30 | $4.4M | 20k | 223.72 |
| 2022-06-30 | $4.7M | 20k | 235.49 |
| 2022-03-31 | $5.0M | 20k | 254.38 |
| 2021-12-31 | $5.5M | 21k | 266.43 |
| 2021-09-30 | $5.0M | 20k | 247.19 |
| 2021-06-30 | $5.0M | 20k | 247.13 |
| 2021-03-31 | $4.7M | 20k | 228.77 |