Vanguard Mid-Cap Growth ETF shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Vanguard Mid-Cap Growth ETF (VOT) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Vanguard Mid-Cap Growth ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Mid-Cap Growth 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 Mid-Cap Growth ETF by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $350M | 1.2M | 284.39 |
| 2025-03-31 | $260M | 1.1M | 244.64 |
| 2024-12-31 | $238M | 937k | 253.75 |
| 2024-09-30 | $174M | 716k | 243.47 |
| 2024-06-30 | $119M | 519k | 229.56 |
| 2024-03-31 | $109M | 461k | 235.79 |
| 2023-12-31 | $103M | 468k | 219.57 |
| 2023-09-30 | $79M | 405k | 194.77 |
| 2023-06-30 | $77M | 112k | 684.27 |
| 2023-03-31 | $12M | 32k | 376.08 |
| 2022-12-31 | $53M | 296k | 179.76 |
| 2022-09-30 | $37M | 218k | 170.54 |
| 2022-06-30 | $30M | 169k | 175.38 |
| 2022-03-31 | $27M | 119k | 222.81 |
| 2021-12-31 | $25M | 99k | 254.62 |
| 2021-09-30 | $19M | 1.4k | 13846.54 |
| 2021-06-30 | $15M | 64k | 236.35 |
| 2021-03-31 | $6.8M | 32k | 214.59 |
| 2020-12-31 | $4.0M | 19k | 212.06 |
| 2020-09-30 | $6.5M | 36k | 180.13 |
| 2020-06-30 | $9.9M | 60k | 165.07 |
| 2020-03-31 | $8.3M | 65k | 126.69 |
| 2019-12-31 | $10M | 64k | 158.78 |
| 2019-09-30 | $2.4M | 16k | 148.12 |
| 2019-06-30 | $2.4M | 16k | 149.32 |
| 2019-03-31 | $3.0M | 21k | 142.78 |
| 2018-12-31 | $2.6M | 22k | 119.70 |
| 2018-09-30 | $1.0M | 7.4k | 142.49 |
| 2018-06-30 | $881k | 6.6k | 134.38 |
| 2018-03-31 | $846k | 6.5k | 129.58 |