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VOO
Showing 7 of 27 quarters

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

EP Wealth Advisors, LLC holds 485,913 shares of VOO (VANGUARD INDEX FDS), worth $290.4M as of 2026-Q1. The position was increased (+37.4% shares). VOO represents 1.4% of EP Wealth Advisors, LLC's portfolio.

Current Value

$290.4M

Current Shares

485,913

Total Value Change

+$263.4M

Total Shares Change

+431,997

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
485,913
+37.4%
$290.4M1.4%$625.72
64
2025-Q4
Increased
353,724
+14.6%
$221.8M1.2%$631.72
55
2025-Q2
Increased
308,707
+67.1%
$175.4M1.2%$562.00
71
2025-Q1
Increased
184,743
+25.7%
$94.9M0.8%$506.34
52
2024-Q4
Increased
146,996
+53.6%
$79.2M0.6%$534.42
59
2024-Q3
Increased
95,695
+77.5%
$50.5M0.4%$517.34
53
2024-Q2
Decreased
53,916
-1.9%
$27M0.3%$490.95
0

Other major holders of VOO: VANGUARD GROUP INC, Vanguard Global Advisers, LLC, CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM

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