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Vanguard Emerging Markets ETF shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Vanguard Emerging Markets ETF (VWO) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Vanguard Emerging Markets ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Emerging Markets 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 Emerging Markets ETF by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $210M 4.8M 44.04
2024-09-30 $194M 4.1M 47.85
2024-06-30 $145M 3.3M 43.76
2024-03-31 $122M 2.9M 41.77
2023-12-31 $109M 2.7M 41.10
2023-09-30 $95M 2.4M 39.21
2023-06-30 $82M 38k 2135.06
2023-03-31 $3.7M 20k 186.81
2022-12-31 $69M 1.8M 38.98
2022-09-30 $47M 1.3M 36.49
2022-06-30 $49M 1.2M 41.65
2022-03-31 $39M 836k 46.13
2021-12-31 $31M 630k 49.46
2021-09-30 $26M 63k 418.65
2021-06-30 $23M 418k 54.31
2021-03-31 $15M 287k 52.05
2020-12-31 $11M 212k 50.11
2020-09-30 $7.9M 183k 43.24
2020-06-30 $17M 418k 39.61
2020-03-31 $17M 498k 33.55
2019-12-31 $27M 601k 44.47
2019-09-30 $11M 277k 40.26
2019-06-30 $2.6M 61k 42.53
2018-12-31 $2.5M 65k 38.11
2018-09-30 $1.3M 31k 41.01
2018-06-30 $981k 23k 42.21
2018-03-31 $1.1M 23k 46.98
2017-12-31 $1.0M 23k 45.93
2017-09-30 $770k 18k 43.58
2017-06-30 $879k 22k 40.84
2017-03-31 $798k 20k 39.70
2016-12-31 $446k 15k 29.99
2016-09-30 $573k 15k 37.64
2016-06-30 $510k 15k 35.21
2016-03-31 $486k 14k 34.57
2015-12-31 $1.7M 53k 32.71
2015-09-30 $1.3M 40k 33.08
2015-06-30 $739k 18k 40.88
2015-03-31 $937k 23k 40.87
2014-12-31 $3.5M 89k 40.03
2014-09-30 $219k 5.2k 41.77
2014-06-30 $252k 5.9k 43.06
2014-03-31 $245k 6.0k 40.66
2013-12-31 $303k 7.4k 41.16

More positions owned by EP Wealth Advisors

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

View all positions for EP Wealth Advisors

Top funds holding Vanguard Emerging Markets ETF

Bank of America Corporation
Vanguard Group
Northwestern Mutual Wealth Management Company
Betterment
Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
Northern Trust
Empower Advisory Group
Financial Engines Advisors L.L.C
Creative Planning
Goldman Sachs Group
UBS Group
WealthNavi
Wealth Enhancement Advisory Services

View all funds holding Vanguard Emerging Markets ETF