Position history for EP Wealth Advisors, LLC's holdings in VANGUARD INDEX FDS
EP Wealth Advisors, LLC holds 3.9M shares of VOE (VANGUARD INDEX FDS), worth $692.8M as of 2025-Q4. The position was increased (++133.2% shares). VOE represents 3.6% of EP Wealth Advisors, LLC's portfolio.
Current Value
$692.8M
Current Shares
3.9M
Total Value Change
+$582.9M
Total Shares Change
+3.2M
Other major holders of VOE: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
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 |