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Vanguard Scottsdale Fds cmn shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Vanguard Scottsdale Fds cmn (VTHR) 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 $348k 1.4k 253.67
2024-06-30 $300k 1.3k 239.60
2024-03-31 $291k 1.3k 232.96
2023-12-31 $266k 1.3k 212.83
2023-03-31 $22M 437k 50.66
2022-12-31 $9.3M 54k 171.75
2022-09-30 $8.6M 54k 161.11
2022-06-30 $9.3M 55k 169.00
2022-03-31 $11M 54k 203.93
2021-12-31 $12M 54k 215.71
2021-09-30 $11M 53k 198.07
2021-06-30 $11M 53k 199.11
2021-03-31 $10M 55k 184.86
2020-12-31 $9.5M 55k 174.09