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Vanguard Scottsdale Fds cmn shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Vanguard Scottsdale Fds cmn (VONE) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Vanguard Scottsdale Fds cmn

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Scottsdale Fds cmn 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 Scottsdale Fds cmn by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 4.4k 260.07
2024-06-30 $292k 1.2k 246.07
2024-03-31 $283k 1.2k 238.32
2023-12-31 $258k 1.2k 216.94
2023-09-30 $231k 1.2k 194.66
2023-06-30 $240k 51k 4.68
2023-03-31 $58M 431k 134.07
2022-12-31 $225k 1.3k 174.26
2022-06-30 $222k 1.3k 172.09
2022-03-31 $267k 1.3k 206.98
2021-12-31 $282k 1.3k 218.60
2021-09-30 $258k 1.3k 200.00