Back to EP Wealth Advisors, LLC EP Wealth Advisors, LLC

VBKVBK
Showing 7 of 30 quarters

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

EP Wealth Advisors, LLC holds 1M shares of VBK (VANGUARD SMALL-CAP GRWTH ETF), worth $373M as of 2026-Q2. The position was increased (+26.3% shares). VBK represents 1.4% of EP Wealth Advisors, LLC's portfolio.

Current Value

$373M

Current Shares

1M

Total Value Change

+$264.2M

Total Shares Change

+612,903

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1M
+26.3%
$373M1.4%$365.70
61
2026-Q1
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

Other major holders of VBK: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, BANK OF AMERICA CORP /DE/

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used