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VIGI
Showing 7 of 29 quarters

Position history for EP Wealth Advisors, LLC's holdings in VANGUARD WHITEHALL FDS

EP Wealth Advisors, LLC holds 7.2M shares of VIGI (VANGUARD WHITEHALL FDS), worth $640.4M as of 2026-Q1. The position was increased (+10.8% shares). VIGI represents 3.1% of EP Wealth Advisors, LLC's portfolio.

Current Value

$640.4M

Current Shares

7.2M

Total Value Change

+$423.7M

Total Shares Change

+4.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
7.2M
+10.8%
$640.4M3.1%$92.36
64
2025-Q4
Increased
6.5M
+35.5%
$597.5M3.1%$91.84
75
2025-Q2
Increased
4.8M
+12.2%
$434.6M2.9%$89.26
60
2025-Q1
Increased
4.3M
+14.4%
$356.5M2.8%$81.94
61
2024-Q4
Increased
3.8M
+21.1%
$300.6M2.5%$78.27
63
2024-Q3
Increased
3.1M
+16.4%
$273.8M2.4%$86.17
61
2024-Q2
Increased
2.7M
+13.5%
$216.7M2.3%$78.96
60

Other major holders of VIGI: MORGAN STANLEY

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