Vanguard REIT ETF shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Vanguard REIT ETF (VNQ) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Vanguard REIT ETF
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Quarterly reported holdings in Vanguard REIT ETF by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.4M | 27k | 89.06 |
| 2025-03-31 | $2.3M | 26k | 90.54 |
| 2024-12-31 | $2.6M | 29k | 89.08 |
| 2024-09-30 | $2.9M | 30k | 97.42 |
| 2024-06-30 | $2.0M | 24k | 83.76 |
| 2024-03-31 | $2.2M | 25k | 86.48 |
| 2023-12-31 | $2.4M | 27k | 88.36 |
| 2023-09-30 | $1.4M | 18k | 75.66 |
| 2023-06-30 | $1.9M | 19k | 97.98 |
| 2023-03-31 | $209k | 1.7k | 124.85 |
| 2022-12-31 | $3.1M | 38k | 82.48 |
| 2022-09-30 | $3.4M | 43k | 80.17 |
| 2022-06-30 | $4.0M | 44k | 91.11 |
| 2022-03-31 | $5.3M | 49k | 108.36 |
| 2021-12-31 | $5.8M | 50k | 116.02 |
| 2021-09-30 | $3.1M | 125k | 24.88 |
| 2021-06-30 | $3.1M | 31k | 101.78 |
| 2021-03-31 | $4.4M | 48k | 91.86 |
| 2020-12-31 | $4.6M | 54k | 84.93 |
| 2020-09-30 | $2.4M | 31k | 78.97 |
| 2020-06-30 | $5.2M | 66k | 78.54 |
| 2020-03-31 | $6.6M | 95k | 69.85 |
| 2019-12-31 | $12M | 125k | 92.79 |
| 2019-09-30 | $12M | 133k | 93.25 |
| 2019-06-30 | $270k | 3.1k | 87.38 |
| 2013-12-31 | $256k | 4.0k | 64.53 |
| 2013-09-30 | $462k | 7.0k | 66.09 |