Position history for EP Wealth Advisors, LLC's holdings in VANGUARD INDEX FDS
EP Wealth Advisors, LLC holds 776,329 shares of VBK (VANGUARD INDEX FDS), worth $234.5M as of 2025-Q4. The position was increased (++20.9% shares). VBK represents 1.2% of EP Wealth Advisors, LLC's portfolio.
Current Value
$234.5M
Current Shares
776,329
Total Value Change
+$160.5M
Total Shares Change
+480,174
Other major holders of VBK: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 776,329 |
+20.9% |
| $234.5M |
| 1.2% |
| $305.11 |
58 |
| 2025-Q2 | Increased | 642,042 | +6.7% | $177.8M | 1.2% | $274.96 | 51 |
| 2025-Q1 | Increased | 601,701 | +30.7% | $151.5M | 1.2% | $251.90 | 60 |
| 2024-Q4 | Increased | 460,505 | +13.1% | $129M | 1.1% | $278.85 | 54 |
| 2024-Q3 | Increased | 407,114 | +37.5% | $108.9M | 0.9% | $265.73 | 55 |
| 2024-Q2 | Increased | 296,155 | +14.3% | $74.1M | 0.8% | $248.07 | 48 |