Position history for EP Wealth Advisors, LLC's holdings in VANGUARD INDEX FDS
EP Wealth Advisors, LLC holds 807,814 shares of VBK (VANGUARD INDEX FDS), 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
Other major holders of VBK: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 807,814 |
+4.1% |
| $244.2M |
| 1.2% |
| $316.75 |
50 |
| 2025-Q4 | 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 |