Vanguard Large-Cap ETF shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Vanguard Large-Cap ETF
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Quarterly reported holdings in Vanguard Large-Cap ETF by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $4.5M | 16k | 285.30 |
| 2025-03-31 | $4.1M | 16k | 257.03 |
| 2024-12-31 | $3.4M | 13k | 269.69 |
| 2024-09-30 | $3.2M | 12k | 263.28 |
| 2024-06-30 | $2.9M | 12k | 249.62 |
| 2024-03-31 | $3.0M | 13k | 239.77 |
| 2023-12-31 | $2.7M | 13k | 218.16 |
| 2023-09-30 | $2.4M | 12k | 195.69 |
| 2023-06-30 | $3.7M | 994 | 3711.58 |
| 2023-03-31 | $793M | 3.2M | 249.44 |
| 2022-12-31 | $3.4M | 20k | 174.20 |
| 2022-09-30 | $2.6M | 16k | 163.55 |
| 2022-06-30 | $2.7M | 16k | 172.37 |
| 2022-03-31 | $3.3M | 16k | 208.49 |
| 2021-12-31 | $3.6M | 16k | 221.01 |
| 2021-09-30 | $1.7M | 30k | 55.30 |
| 2021-06-30 | $1.7M | 8.5k | 200.78 |
| 2021-03-31 | $550k | 3.0k | 185.19 |
| 2020-12-31 | $437k | 2.5k | 175.93 |
| 2020-09-30 | $321k | 2.0k | 156.66 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2020-03-31 | $277k | 2.3k | 118.38 |
| 2019-12-31 | $243k | 1.6k | 147.72 |