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VBVB
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Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in VANGUARD SMALL-CAP VIPERS

EP Wealth Advisors, LLC holds 109,265 shares of VB (VANGUARD SMALL-CAP VIPERS), worth $33.1M as of 2026-Q2. The position was increased (+2.8% shares). VB represents 0.1% of EP Wealth Advisors, LLC's portfolio.

Current Value

$33.1M

Current Shares

109,265

Total Value Change

+$9.6M

Total Shares Change

+10,271

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
109,265
+2.8%
$33.1M0.1%$303.12
36
2026-Q1
Decreased
106,288
-8.2%
$27.8M0.1%$274.02
0
2025-Q4
Decreased
115,796
-11.5%
$29.9M0.2%$260.47
0
2025-Q2
Increased
130,793
+11.4%
$31M0.2%$235.00
38
2025-Q1
Increased
117,396
+24.3%
$26M0.2%$219.42
42
2024-Q4
Decreased
94,486
-4.5%
$22.7M0.2%$236.74
0
2024-Q3
Increased
98,994
+2.7%
$23.5M0.2%$232.90
35

Other major holders of VB: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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