Back to 
EP Wealth Advisors, LLC
EP Wealth Advisors, LLC
EDV2 quarters
Position history for EP Wealth Advisors, LLC's holdings in VANGUARD WORLD FD
EP Wealth Advisors, LLC holds 369,723 shares of EDV (VANGUARD WORLD FD), worth $24.1M as of 2026-Q2. The position was increased (+1.3% shares). EDV represents 0.1% of EP Wealth Advisors, LLC's portfolio.
Current Value
$24.1M
Current Shares
369,723
Total Value Change
+$356,528
Total Shares Change
+4,749
Quarter-by-Quarter History
Other major holders of EDV: JANE STREET GROUP, LLC, JPMORGAN CHASE & CO, PRUDENTIAL PLC