Position history for EP Wealth Advisors, LLC's holdings in VANGUARD INDEX FDS
EP Wealth Advisors, LLC holds 4.1M shares of VOE (VANGUARD INDEX FDS), worth $762.9M as of 2026-Q1. The position was increased (+6.0% shares). VOE represents 3.8% of EP Wealth Advisors, LLC's portfolio.
Current Value
$762.9M
Current Shares
4.1M
Total Value Change
+$653M
Total Shares Change
+3.4M
Other major holders of VOE: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 4.1M |
+6.0% |
| $762.9M |
| 3.8% |
| $191.35 |
62 |
| 2025-Q4 | Increased | 3.9M | +133.2% | $692.8M | 3.6% | $178.84 | 94 |
| 2025-Q2 | Increased | 1.7M | +10.5% | $275.5M | 1.8% | $161.96 | 54 |
| 2025-Q1 | Increased | 1.5M | +18.7% | $243.3M | 1.9% | $156.62 | 57 |
| 2024-Q4 | Increased | 1.3M | +37.7% | $206.5M | 1.7% | $157.87 | 63 |
| 2024-Q3 | Increased | 927,092 | +26.9% | $155.4M | 1.3% | $162.65 | 59 |
| 2024-Q2 | Increased | 730,634 | +12.3% | $109.9M | 1.2% | $145.55 | 53 |