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VONEVONE
19 quarters

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

EP Wealth Advisors, LLC holds 4,680 shares of VONE (VANGUARD SCOTTSDALE FDS), worth $1.6M as of 2026-Q2. The position was increased (+222.8% shares). VONE represents 0.0% of EP Wealth Advisors, LLC's portfolio.

Current Value

$1.6M

Current Shares

4,680

Total Value Change

+$1.3M

Total Shares Change

+3,390

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4,680
+222.8%
$1.6M0.0%$338.72
41
2026-Q1
Decreased
1,450
-69.0%
$427,9240.0%$308.65
0
2025-Q4
Increased
4,680
+222.8%
$1.4M0.0%$311.38
41
2025-Q2
Unchanged
1,450
0.0%
$407,2470.0%$277.91
0
2025-Q1
Increased
1,450
+22.1%
$368,0970.0%$250.42
29
2024-Q4
Decreased
1,188
-73.1%
$316,8630.0%$264.72
0
2024-Q3
Increased
4,418
+271.9%
$1.1M0.0%$255.34
41
2024-Q2
Unchanged
1,188
0.0%
$292,3310.0%$241.71
0
2024-Q1
Unchanged
1,188
0.0%
$283,1240.0%$233.33
0
2023-Q4
Unchanged
1,188
0.0%
$257,7250.0%$211.75
0
2023-Q3
Decreased
1,188
-97.7%
$231,2560.0%$189.21
0
2023-Q2
Decreased
51,134
-88.2%
$239,4530.0%$193.06
0
2023-Q1
Increased
431,432
+333x
$57.8M1.0%$177.13
67
2022-Q4
New
1,290
-
$224,7950.0%$167.51
32
2022-Q3
Exited
0
-100.0%
$00.0%$158.50
0
2022-Q2
Unchanged
1,290
0.0%
$222,0000.0%$165.09
0
2022-Q1
Unchanged
1,290
0.0%
$267,0000.0%$199.49
0
2021-Q4
Unchanged
1,290
0.0%
$282,0000.0%$207.78
0
2021-Q3
New
1,290
-
$258,0000.0%$190.77
32

Other major holders of VONE: MORGAN STANLEY

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