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
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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 |
|---|---|---|---|
| 2025-06-30 | $374k | 1.4k | 272.75 |
| 2025-03-31 | $401k | 1.6k | 246.69 |
| 2024-12-31 | $356k | 1.4k | 259.74 |
| 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 | 21k | 501.34 |
| 2021-06-30 | $11M | 53k | 199.11 |
| 2021-03-31 | $10M | 55k | 184.86 |
| 2020-12-31 | $9.5M | 55k | 174.09 |