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Vanguard Scottsdale Fds vng rus2000idx shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Vanguard Scottsdale Fds vng rus2000idx (VTWO) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Vanguard Scottsdale Fds vng rus2000idx

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All positions including Vanguard Scottsdale Fds vng rus2000idx 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 vng rus2000idx by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $7.0M 80k 87.22
2025-03-31 $6.7M 83k 80.65
2024-12-31 $7.7M 86k 89.33
2024-09-30 $7.5M 84k 89.36
2024-06-30 $208k 2.5k 81.97
2024-03-31 $206k 2.4k 85.06
2023-12-31 $137k 1.7k 81.10
2023-09-30 $142k 2.0k 71.44

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Microsoft Corporation (MSFT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Broadcom (AVGO)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for EP Wealth Advisors

Top funds holding Vanguard Scottsdale Fds vng rus2000idx

Morgan Stanley
Natixis Asset Management Advisors
Us Bancorp
NEOS Investment Management
Wells Fargo & Company
Envestnet Portfolio Solutions
Jones Financial Companies, L.L
Goldman Sachs Group
UBS Group
Jpmorgan Chase & Co
Stifel Financial
LPL Financial
PKS Advisory Services
Raymond James Financial
Ameriprise Financial

View all funds holding Vanguard Scottsdale Fds vng rus2000idx