Vanguard Mid-Cap Value ETF shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Vanguard Mid-Cap Value ETF
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Quarterly reported holdings in Vanguard Mid-Cap Value ETF by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $276M | 1.7M | 164.46 |
| 2025-03-31 | $243M | 1.5M | 160.54 |
| 2024-12-31 | $207M | 1.3M | 161.77 |
| 2024-09-30 | $155M | 927k | 167.67 |
| 2024-06-30 | $110M | 731k | 150.43 |
| 2024-03-31 | $102M | 651k | 155.91 |
| 2023-12-31 | $94M | 649k | 145.01 |
| 2023-09-30 | $73M | 557k | 130.96 |
| 2023-06-30 | $69M | 9.2k | 7559.41 |
| 2023-03-31 | $4.6M | 22k | 210.92 |
| 2022-12-31 | $52M | 386k | 135.24 |
| 2022-09-30 | $36M | 295k | 121.77 |
| 2022-06-30 | $34M | 259k | 129.52 |
| 2022-03-31 | $27M | 180k | 149.67 |
| 2021-12-31 | $22M | 144k | 150.33 |
| 2021-09-30 | $16M | 39k | 401.10 |
| 2021-06-30 | $11M | 79k | 140.50 |
| 2021-03-31 | $3.7M | 27k | 134.86 |
| 2020-12-31 | $436k | 3.7k | 118.87 |
| 2020-09-30 | $2.5M | 25k | 101.38 |
| 2020-06-30 | $3.9M | 41k | 95.69 |
| 2020-03-31 | $3.6M | 44k | 81.30 |
| 2019-12-31 | $6.9M | 58k | 119.19 |