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VBK
Showing 7 of 17 quarters

Position history for EP Wealth Advisors, LLC's holdings in Vanguard Index Funds SML CP GRW ETF

EP Wealth Advisors, LLC holds 807,814 shares of VBK (Vanguard Index Funds SML CP GRW ETF), worth $244.2M as of 2026-Q1. The position was increased (+4.1% shares). VBK represents 1.2% of EP Wealth Advisors, LLC's portfolio.

Current Value

$244.2M

Current Shares

807,814

Total Value Change

+$170.1M

Total Shares Change

+511,659

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
807,814
+4.1%
$244.2M1.2%$316.75
50
2025-Q4
Increased
776,329
+20.9%
$234.5M1.2%$305.11
58
2025-Q2
Increased
642,042
+6.7%
$177.8M1.2%$274.96
51
2025-Q1
Increased
601,701
+30.7%
$151.5M1.2%$251.90
60
2024-Q4
Increased
460,505
+13.1%
$129M1.1%$278.85
54
2024-Q3
Increased
407,114
+37.5%
$108.9M0.9%$265.73
55
2024-Q2
Increased
296,155
+14.3%
$74.1M0.8%$248.07
48

Other major holders of VBK: BANK OF AMERICA CORP /DE/

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