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VOEVOE
Showing 7 of 26 quarters

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

Yes. EP Wealth Advisors holds 4,488,689 shares of VOE, worth $887M, as of its Q2 2026 13F filing. It increased the position by 348,651 shares (+8.4%) from Q1 2026. EP Wealth Advisors has held VOE since Q4 2019, across 26 quarterly 13F filings. VOE is 3.4% of EP Wealth Advisors' reported 13F portfolio.

Current Value

$887M

Current Shares

4.5M

Total Value Change

+$731.5M

Total Shares Change

+3.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4.5M
+8.4%
$887M3.4%$196.58
63
2026-Q1
Increased
4.1M
+6.0%
$762.9M3.8%$182.48
62
2025-Q4
Increased
3.9M
+133.2%
$692.8M3.6%$174.69
94
2025-Q2
Increased
1.7M
+10.5%
$275.5M1.8%$160.32
54
2025-Q1
Increased
1.5M
+18.7%
$243.3M1.9%$155.68
57
2024-Q4
Increased
1.3M
+37.7%
$206.5M1.7%$155.86
63
2024-Q3
Increased
927,092
+26.9%
$155.4M1.3%$160.55
59

Other major holders of VOE: MORGAN STANLEY, ASSETMARK, INC

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