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

VIOVVIOV
Showing 7 of 22 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in VANGUARD S&P SMALL-CAP 600 V

EP Wealth Advisors, LLC holds 25,563 shares of VIOV (VANGUARD S&P SMALL-CAP 600 V), worth $3M as of 2026-Q2. The position was increased (+1.9% shares). VIOV represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$3M

Current Shares

25,563

Total Value Change

+$631,591

Total Shares Change

-45

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
25,563
+1.9%
$3M0.0%$117.33
27
2026-Q1
Decreased
25,085
-0.9%
$2.6M0.0%$105.17
0
2025-Q4
Decreased
25,311
-1.2%
$2.5M0.0%$98.69
0
2025-Q2
Unchanged
25,608
0.0%
$2.2M0.0%$84.90
0
2025-Q1
Unchanged
25,608
0.0%
$2.1M0.0%$82.38
0
2024-Q4
Unchanged
25,608
0.0%
$2.4M0.0%$91.28
0
2024-Q3
New
25,608
-
$2.4M0.0%$90.21
36

Other major holders of VIOV: AMERIPRISE FINANCIAL INC, MORGAN STANLEY, UBS Group AG

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