Vanguard S&p 500 Etf idx shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $175M | 309k | 568.03 |
| 2025-03-31 | $95M | 185k | 513.91 |
| 2024-12-31 | $79M | 147k | 538.81 |
| 2024-09-30 | $51M | 96k | 527.67 |
| 2024-06-30 | $27M | 54k | 500.13 |
| 2024-03-31 | $26M | 55k | 480.70 |
| 2023-12-31 | $24M | 54k | 436.80 |
| 2023-09-30 | $18M | 46k | 392.70 |
| 2023-06-30 | $18M | 2.5k | 7374.01 |
| 2023-03-31 | $240k | 1.3k | 186.33 |
| 2022-12-31 | $9.4M | 27k | 351.35 |
| 2022-09-30 | $9.9M | 30k | 328.31 |
| 2022-06-30 | $9.1M | 26k | 346.87 |
| 2022-03-31 | $11M | 28k | 415.19 |
| 2021-12-31 | $12M | 28k | 436.56 |
| 2021-09-30 | $7.3M | 19k | 394.43 |
| 2021-06-30 | $9.1M | 23k | 393.54 |
| 2021-03-31 | $8.2M | 23k | 364.32 |
| 2020-12-31 | $3.2M | 9.2k | 343.65 |
| 2020-09-30 | $3.3M | 11k | 307.64 |
| 2020-06-30 | $4.5M | 16k | 283.41 |
| 2020-03-31 | $3.9M | 17k | 236.84 |
| 2019-12-31 | $4.0M | 14k | 295.83 |
| 2019-09-30 | $1.2M | 4.4k | 272.58 |
| 2019-06-30 | $935k | 3.5k | 269.06 |
| 2018-12-31 | $577k | 2.5k | 229.88 |
| 2018-09-30 | $700k | 2.6k | 267.18 |
| 2018-06-30 | $300k | 1.2k | 249.38 |
| 2018-03-31 | $267k | 1.1k | 242.07 |
| 2017-12-31 | $295k | 1.2k | 245.02 |
| 2017-09-30 | $278k | 1.2k | 230.90 |
| 2017-06-30 | $282k | 1.3k | 222.05 |