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CLOBCLOB
4 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in VANECK ETF TRUST

EP Wealth Advisors, LLC holds 5,555 shares of CLOB (VANECK ETF TRUST), worth $280,591 as of 2026-Q2. The position was increased (+31.6% shares). CLOB represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$280,591

Current Shares

5,555

Total Value Change

-$54,923

Total Shares Change

-1,047

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5,555
+31.6%
$280,5910.0%$50.26
30
2026-Q1
New
4,220
-
$210,9350.0%$49.00
32
2025-Q4
Exited
0
-100.0%
$00.0%$49.21
0
2025-Q2
New
6,602
-
$335,5140.0%$47.43
33

Other major holders of CLOB: JANE STREET GROUP, LLC, AXXCESS WEALTH MANAGEMENT, LLC

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