Vanguard Growth ETF shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $900M | 2.9M | 310.88 |
| 2023-09-30 | $772M | 2.8M | 272.31 |
| 2023-06-30 | $917M | 290k | 3165.69 |
| 2023-03-31 | $361M | 2.6M | 138.11 |
| 2022-12-31 | $634M | 3.0M | 213.11 |
| 2022-09-30 | $590M | 2.8M | 213.95 |
| 2022-06-30 | $569M | 2.6M | 222.89 |
| 2022-03-31 | $655M | 2.3M | 287.60 |
| 2021-12-31 | $665M | 2.1M | 320.90 |
| 2021-09-30 | $583M | 325k | 1792.73 |
| 2021-06-30 | $536M | 1.9M | 286.81 |
| 2021-03-31 | $418M | 1.6M | 257.04 |
| 2020-12-31 | $360M | 1.4M | 253.34 |
| 2020-09-30 | $292M | 1.3M | 227.61 |
| 2020-06-30 | $229M | 1.1M | 202.09 |
| 2020-03-31 | $153M | 976k | 156.69 |
| 2019-12-31 | $165M | 906k | 182.17 |
| 2019-09-30 | $142M | 852k | 166.28 |
| 2019-06-30 | $134M | 818k | 163.39 |
| 2018-12-31 | $91M | 675k | 134.33 |
| 2018-09-30 | $97M | 601k | 161.04 |
| 2018-06-30 | $85M | 569k | 149.81 |
| 2018-03-31 | $79M | 556k | 141.88 |
| 2017-12-31 | $78M | 552k | 140.65 |
| 2017-09-30 | $72M | 540k | 132.75 |
| 2017-06-30 | $64M | 505k | 127.04 |
| 2017-03-31 | $59M | 482k | 121.66 |
| 2016-12-31 | $42M | 442k | 94.96 |
| 2016-09-30 | $45M | 400k | 112.29 |
| 2016-06-30 | $42M | 393k | 107.20 |
| 2016-03-31 | $42M | 397k | 106.45 |
| 2015-12-31 | $40M | 377k | 106.39 |
| 2015-09-30 | $37M | 370k | 100.29 |
| 2015-06-30 | $36M | 339k | 107.05 |
| 2015-03-31 | $34M | 327k | 104.61 |
| 2014-12-31 | $28M | 270k | 104.39 |
| 2014-09-30 | $24M | 238k | 99.67 |