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Vanguard Total Stock Market ETF shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Vanguard Total Stock Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Stock Market ETF 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 Total Stock Market ETF by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $53M 186k 283.16
2024-06-30 $45M 168k 267.51
2024-03-31 $41M 159k 259.90
2023-12-31 $32M 136k 237.22
2023-09-30 $24M 114k 212.41
2023-06-30 $22M 7.0k 3187.86
2023-03-31 $9.9M 54k 183.30
2022-12-31 $16M 84k 191.19
2022-09-30 $15M 82k 179.47
2022-06-30 $16M 87k 188.62
2022-03-31 $25M 109k 227.68
2021-12-31 $20M 82k 241.44
2021-09-30 $18M 5.7k 3065.56
2021-06-30 $19M 84k 222.82
2021-03-31 $16M 77k 206.68
2020-12-31 $14M 74k 194.64
2020-09-30 $15M 85k 170.31
2020-06-30 $17M 111k 156.53
2020-03-31 $18M 138k 128.91
2019-12-31 $24M 149k 163.62
2019-09-30 $28M 187k 151.00
2019-06-30 $1.7M 11k 150.07
2018-12-31 $1.3M 10k 127.62
2018-09-30 $1.5M 10k 149.69
2018-06-30 $500k 3.6k 140.53
2018-03-31 $420k 3.1k 135.79
2017-12-31 $476k 3.5k 137.37
2017-09-30 $395k 3.1k 129.38
2017-06-30 $426k 3.4k 124.49
2017-03-31 $439k 3.6k 121.27
2016-12-31 $220k 1.9k 115.18
2015-09-30 $356k 3.6k 98.64
2015-06-30 $489k 4.6k 107.02
2015-03-31 $474k 4.4k 107.25
2014-12-31 $339k 3.2k 105.94
2014-09-30 $448k 4.4k 101.33
2014-06-30 $302k 3.0k 101.65
2014-03-31 $322k 3.3k 97.61
2013-12-31 $210k 2.2k 95.85

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Advisor Managed Portfolios Cornercap Fundam (FUNL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for EP Wealth Advisors

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Wealthfront Advisers
Us Bancorp
LPL Financial
Bank of America Corporation
Morgan Stanley
WealthNavi
Northern Trust
Hanson McClain Advisors
HB Wealth Management
Creative Planning
Envestnet Asset Management
Wellspring Financial Advisors
Ballentine Partners
Wells Fargo & Company

View all funds holding Vanguard Total Stock Market ETF