Vanguard Total World Stock Idx shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Vanguard Total World Stock Idx
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Quarterly reported holdings in Vanguard Total World Stock Idx by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.4M | 11k | 128.52 |
| 2025-03-31 | $1.3M | 11k | 115.95 |
| 2024-12-31 | $1.2M | 9.9k | 117.48 |
| 2024-09-30 | $2.9M | 24k | 119.70 |
| 2024-06-30 | $927k | 8.2k | 112.62 |
| 2024-03-31 | $845k | 7.6k | 110.50 |
| 2023-12-31 | $764k | 7.4k | 102.88 |
| 2023-09-30 | $786k | 8.4k | 93.18 |
| 2023-06-30 | $2.0M | 3.2k | 634.70 |
| 2023-03-31 | $270k | 2.5k | 109.25 |
| 2022-12-31 | $807k | 9.4k | 86.19 |
| 2022-09-30 | $827k | 11k | 78.88 |
| 2022-06-30 | $887k | 10k | 85.34 |
| 2022-03-31 | $1.2M | 12k | 101.31 |
| 2021-12-31 | $1.5M | 14k | 107.46 |
| 2021-09-30 | $1.2M | 12k | 101.85 |
| 2021-06-30 | $1.3M | 12k | 103.65 |
| 2021-03-31 | $1.2M | 12k | 97.30 |
| 2020-12-31 | $1.1M | 12k | 92.62 |
| 2020-09-30 | $1.1M | 14k | 80.65 |
| 2020-06-30 | $1.1M | 15k | 74.82 |
| 2020-03-31 | $1.2M | 19k | 62.82 |
| 2019-12-31 | $2.1M | 26k | 80.99 |
| 2019-09-30 | $1.5M | 20k | 74.80 |
| 2015-12-31 | $244k | 4.2k | 57.67 |
| 2015-09-30 | $262k | 4.7k | 55.38 |
| 2015-06-30 | $283k | 4.6k | 61.52 |
| 2015-03-31 | $399k | 6.5k | 61.59 |
| 2014-12-31 | $6.4M | 106k | 60.12 |
| 2014-06-30 | $214k | 3.4k | 62.16 |
| 2014-03-31 | $268k | 4.5k | 59.70 |
| 2013-12-31 | $4.3M | 72k | 59.40 |
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