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VFVAVFVA
17 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in VANGUARD WELLINGTON FD

EP Wealth Advisors, LLC holds 32,806 shares of VFVA (VANGUARD WELLINGTON FD), worth $4.9M as of 2026-Q2. The position was decreased (-2.3% shares). VFVA represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$4.9M

Current Shares

32,806

Total Value Change

-$2M

Total Shares Change

-31,224

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
32,806
-2.3%
$4.9M0.0%$148.43
0
2026-Q1
Decreased
33,561
-0.1%
$4.5M0.0%$140.44
0
2025-Q4
Decreased
33,610
-5.7%
$4.5M0.0%$133.80
0
2025-Q2
Decreased
35,649
-0.9%
$4.2M0.0%$117.02
0
2025-Q1
Decreased
35,976
-1.3%
$4.1M0.0%$111.79
0
2024-Q4
Decreased
36,461
-3.1%
$4.3M0.0%$115.08
0
2024-Q3
Decreased
37,639
-15.1%
$4.5M0.0%$116.84
0
2024-Q2
Decreased
44,308
-4.0%
$5M0.1%$109.18
0
2024-Q1
Increased
46,169
+0.2%
$5.5M0.1%$114.43
27
2023-Q4
Decreased
46,069
-0.2%
$5.2M0.1%$107.45
0
2023-Q3
Decreased
46,162
-89.4%
$4.6M0.1%$94.81
0
2023-Q2
Increased
437,100
+8762.5%
$4.7M0.1%$93.45
43
2023-Q1
Decreased
4,932
-89.9%
$384,1750.0%$89.29
0
2022-Q4
Decreased
48,729
-8.4%
$4.8M0.1%$91.55
0
2022-Q3
Decreased
53,185
-3.9%
$4.6M0.1%$80.68
0
2022-Q2
Decreased
55,333
-13.6%
$5.1M0.1%$84.74
0
2022-Q1
New
64,030
-
$6.8M0.1%$98.85
45

Other major holders of VFVA: RWA WEALTH PARTNERS, LLC, VANTAGEPOINT INVESTMENT ADVISERS LLC

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