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IVOVIVOV
26 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in VANGUARD ADMIRAL FDS INC

EP Wealth Advisors, LLC holds 32,947 shares of IVOV (VANGUARD ADMIRAL FDS INC), worth $3.8M as of 2026-Q2. The position was increased (+11.2% shares). IVOV represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$3.8M

Current Shares

32,947

Total Value Change

+$2.6M

Total Shares Change

+23,945

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
32,947
+11.2%
$3.8M0.0%$114.07
30
2026-Q1
Decreased
29,635
-0.3%
$3M0.0%$106.44
0
2025-Q4
Increased
29,725
+0.4%
$3M0.0%$101.94
26
2025-Q2
Unchanged
29,600
0.0%
$2.8M0.0%$93.88
0
2025-Q1
Unchanged
29,600
0.0%
$2.7M0.0%$90.11
0
2024-Q4
Increased
29,600
+0.3%
$2.8M0.0%$93.51
26
2024-Q3
Increased
29,511
+513.8%
$2.8M0.0%$92.38
42
2024-Q2
Unchanged
4,808
0.0%
$420,9930.0%$84.54
0
2024-Q1
Unchanged
4,808
0.0%
$436,5210.0%$87.66
0
2023-Q4
Increased
4,808
+0.8%
$419,1180.0%$84.16
24
2023-Q3
Increased
4,769
+21.9%
$371,5670.0%$74.09
29
2023-Q2
Increased
3,912
+46.0%
$418,4230.0%$77.76
33
2023-Q1
Decreased
2,680
-1.3%
$238,1180.0%$73.50
0
2022-Q4
New
2,716
-
$416,6780.0%$72.95
33
2022-Q3
Exited
0
-100.0%
$00.0%$65.23
0
2022-Q2
Unchanged
3,228
0.0%
$467,0000.0%$68.08
0
2022-Q1
Decreased
3,228
-1.4%
$541,0000.0%$79.02
0
2021-Q4
Decreased
3,273
-0.6%
$552,0000.0%$78.51
0
2021-Q3
Unchanged
3,293
0.0%
$524,0000.0%$74.06
0
2021-Q2
Decreased
3,293
-31.6%
$533,0000.0%$73.68
0
2021-Q1
Unchanged
4,818
0.0%
$753,0000.0%$71.56
0
2020-Q4
New
4,818
-
$634,0000.0%$60.17
34
2020-Q3
Exited
0
-
$00.0%$46.47
0
2020-Q2
Decreased
0
-100.0%
$546,0000.0%$45.34
0
2020-Q1
Decreased
7,808
-13.3%
$659,0000.0%$38.14
0
2019-Q4
New
9,002
-
$1.2M0.0%$57.94
35

Other major holders of IVOV: VANTAGEPOINT INVESTMENT ADVISERS LLC, Steward Partners Investment Advisory, LLC

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