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VOEVOE
Showing 7 of 26 quarters

Position history for EP Wealth Advisors, LLCEP Wealth Advisors, LLC's holdings in VANGUARD MID-CAP VALUE ETF

EP Wealth Advisors, LLC holds 4.5M shares of VOE (VANGUARD MID-CAP VALUE ETF), worth $887M as of 2026-Q2. The position was increased (+8.4% shares). VOE represents 3.4% of EP Wealth Advisors, LLC's 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%$197.60
63
2026-Q1
Increased
4.1M
+6.0%
$762.9M3.8%$191.35
62
2025-Q4
Increased
3.9M
+133.2%
$692.8M3.6%$178.84
94
2025-Q2
Increased
1.7M
+10.5%
$275.5M1.8%$161.96
54
2025-Q1
Increased
1.5M
+18.7%
$243.3M1.9%$156.62
57
2024-Q4
Increased
1.3M
+37.7%
$206.5M1.7%$157.87
63
2024-Q3
Increased
927,092
+26.9%
$155.4M1.3%$162.65
59

Other major holders of VOE: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, MORGAN STANLEY, ROYAL BANK OF CANADA

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