Question 1

Does EP Wealth Advisors own VOO stock?

Accepted Answer

Yes. As of its Q2 2026 13F, EP Wealth Advisors holds 505,167 shares of VOO, worth $347M.

Question 2

How many shares of VOO does EP Wealth Advisors own?

Accepted Answer

As of its Q2 2026 13F, EP Wealth Advisors holds 505,167 shares of VOO.

Question 3

What is EP Wealth Advisors' VOO position worth?

Accepted Answer

As of its Q2 2026 13F, EP Wealth Advisors' VOO position is worth $347M.

Question 4

Is EP Wealth Advisors buying or selling VOO?

Accepted Answer

In Q2 2026, EP Wealth Advisors increased its VOO position by 19,254 shares (+4.0%).

Question 5

When did EP Wealth Advisors first buy VOO?

Accepted Answer

EP Wealth Advisors already held VOO in its Q4 2018 13F, the earliest on record, and has listed it in 29 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	505,167	+4.0%	$347M	1.3%	$685.05	51
2026-Q1	Increased	485,913	+37.4%	$290.4M	1.4%	$594.29	64
2025-Q4	Increased	353,724	+14.6%	$221.8M	1.2%	$621.74	55
2025-Q2	Increased	308,707	+67.1%	$175.4M	1.2%	$559.96	71
2025-Q1	Increased	184,743	+25.7%	$94.9M	0.8%	$505.05	52
2024-Q4	Increased	146,996	+53.6%	$79.2M	0.6%	$527.69	59
2024-Q3	Increased	95,695	+77.5%	$50.5M	0.4%	$515.13	53

VOOShowing 7 of 30 quarters

VOO
Showing 7 of 30 quarters